![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Integrate Workstack with Insightly
Send information between Workstack and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create a new task in Workstack each time a new task is created in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Workstack each time a new task is created 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 todo in Workstack.
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create a new task in Workstack each time a new task is created in Insightly
Insightly + Workstack
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create an event in Insightly when a task is created Workstack
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in Workstack.
How it works
- The flow triggers when a new task is created for the selected user in Workstack.
- Zoho Flow creates a new event in Insightly.
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create an event in Insightly when a task is created Workstack
Workstack + Insightly
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Set up a new project in Workstack each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Workstack when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Workstack.
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Set up a new project in Workstack each time a new project is initiated in Insightly
Insightly + Workstack
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Workstack and Insightly
Connect Workstack and Insightly 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 Workstack and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
New todo list
Triggers when a new todo list is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
New task
Triggers when a new task is created for the selected user
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
New todo
Triggers when a new todo is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
New meeting
Triggers when a new meeting is created for the selected user
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create task
Creates a new task in the selected todo
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create todo list
Creates a new todo list in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create todo
Creates a new todo in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/workstack.png)
Create meeting
Creates a new meeting
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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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