Integrate JobNimbus with Insightly
Send information between JobNimbus and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in JobNimbus when new tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in JobNimbus 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 JobNimbus.
Set up tasks in JobNimbus when new tasks are initiated in Insightly
Insightly + JobNimbus
Initiate an event in Insightly when a task is created in JobNimbus
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in JobNimbus.
How it works
- The flow triggers when a new task is created in JobNimbus.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in JobNimbus
JobNimbus + Insightly
Build your own integrations between JobNimbus and Insightly
Connect JobNimbus and Insightly 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 JobNimbus and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Job created
Triggers when a new job is created
Job updated
Triggers when the details of an existing job are updated
Activity updated
Triggers when the details of an existing activity are updated
Task updated
Triggers when the details of an existing task are updated
Job created or updated
Triggers when a job is created or updated
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Activity created or updated
Triggers when an activity is created or updated
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
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create activity
Creates a new activity
Create job
Creates a new job
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using ID
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
What is JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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.
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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
