Integrate Insightly with Swit
Send information between Insightly and Swit automatically, without writing any code, using Zoho Flow.
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Initiate an event in Insightly when a task is created in Swit
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Swit.
How it works
- The flow triggers when a new task is created in the selected project in Swit.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Swit
Swit + Insightly
Set up a new project in Swit each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Swit whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a project in the selected workspace in Swit.
Set up a new project in Swit each time a new project is initiated in Insightly
Insightly + Swit
Build your own integrations between Insightly and Swit
Connect Insightly and Swit with over 750+ 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 Swit 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
Task created
Triggers when a new task is created in the selected project
Idea posted
Triggers when a new idea is posted on the selected channel
Message posted
Triggers when a new message is posted on the selected channel
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 idea
Posts an idea on the selected channel
Create comment on task
Posts a comment on the selected task
Create task
Creates a task in the selected project
Create project
Creates a project in the selected workspace
Create message
Posts a message on the selected channel
Fetch project
Fetches the details of an existing project by name
Fetch task
Fetches the details of an existing task
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.
Similar apps
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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