Integrate Insightly with Yodiz
Send information between Insightly and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Yodiz whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Yodiz whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Set up a new task in Yodiz whenever a new task is initiated in Insightly
Insightly + Yodiz
Initiate an event in Insightly when a task is created in Yodiz
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 Yodiz.
How it works
- The flow triggers when a new task is created in a user story in Yodiz.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Yodiz
Yodiz + Insightly
Build your own integrations between Insightly and Yodiz
Connect Insightly and Yodiz 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 Yodiz 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
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue 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 epic
Creates a new epic
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update task
Updates 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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
Similar apps
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
