Integrate Insightly with Yanado

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

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Set up tasks in Yanado when new tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Yanado each time a new task is created 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 Yanado.
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Set up tasks in Yanado when new tasks are initiated in Insightly

Insightly + Yanado

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Create an event in Insightly when a task is created Yanado

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Yanado.

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

Yanado + Insightly

Build your own integrations between Insightly and Yanado

Connect Insightly and Yanado 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 Yanado 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

Comment created

Triggers when a new comment is created

Task created

Triggers when a new task is created

Email task created

Triggers when a new email task 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 from email

Creates a new task from the specified email

Create task

Creates a new task

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task using task 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 Yanado?

Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.

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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