Integrate Insightly with Redbooth

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

Explore prebuilt integration flows to get started

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Create a new task in Redbooth each time a new task is created in Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Redbooth 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 Redbooth.
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Create a new task in Redbooth each time a new task is created in Insightly

Insightly + Redbooth

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

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a task is created Redbooth.

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

Redbooth + Insightly

Build your own integrations between Insightly and Redbooth

Connect Insightly and Redbooth 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 Redbooth 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

New workspace

Triggers when a new workspace is created in the selected organization

New task

Triggers when a new task is created

New task list

Triggers when a new task list is created

New notification

Triggers when you have a new notification

New organization

Triggers when a new organization is created

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 organization

Creates a new organization

Create task

Creates a new task

Add comment

Adds a new comment

Create workspace

Creates a new workspace in the selected organization

Create task list

Creates a new task list

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

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 >

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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