Integrate Insightly with Favro

Send information between Insightly and Favro automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up a new task in Favro whenever a new task is initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Favro every time a new task is added in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in a card in Favro.
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Set up a new task in Favro whenever a new task is initiated in Insightly

Insightly + Favro

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Initiate an event in Insightly when a task is created in Favro

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a new task is set up in Favro.

How it works
  1. The flow triggers when a new task is created in a card in Favro.
  2. Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in Favro

Favro + Insightly

Build your own integrations between Insightly and Favro

Connect Insightly and Favro with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Favro using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

Card updated

Triggers when any field (except comments) of a card is changed

Task created

Triggers when a new task is created in a card

Card created

Triggers when a card is created

Card committed

Triggers when a card is committed to another widget

Card moved

Triggers when a card is moved on a widget

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Create task

Creates a new task in a card

Create task list

Create a new task list in card

Create card

Creates a new card

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is Favro?

Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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