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Integrate LionDesk with Insightly
Send information between LionDesk and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Insightly as tasks are initiated in LionDesk
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in Insightly.
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Create tasks in Insightly as tasks are initiated in LionDesk
LionDesk + Insightly
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Build your own integrations between LionDesk and Insightly
Connect LionDesk and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate LionDesk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is added
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New task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Fetch contact
Fetches an existing contact
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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Create Opportunity
Creates a new opportunity
What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
Similar apps
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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