Integrate Insightly with Worksnaps

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

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Create a task in Worksnaps as soon as a task is created in Insightly

Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps upon the addition of a task 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 Worksnaps.
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Create a task in Worksnaps as soon as a task is created in Insightly

Insightly + Worksnaps

Build your own integrations between Insightly and Worksnaps

Connect Insightly and Worksnaps 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 Worksnaps 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

Project created

Triggers when a new project is created

User created

Triggers when a new user 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 task assignment

Creates a new task assignment

Create time entry

Creates a new offline time entry for the specified user

Create task

Creates a new task

Update project

Updates the details of an existing project

Update time entry

Updates the details of an existing time entry

Update task

Updates the details of an existing task

Fetch task assignment

Fetches the details of an existing task assignment using ID

Fetch project

Fetches the details of an existing project using ID

Fetch task

Fetches the details of an existing task using ID

Fetch time entry

Fetches the details of an existing time entry using ID

Fetch user

Fetches the details of an existing user using ID

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 Worksnaps?

Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.

Time Tracking

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.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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