Integrate Firmao with Insightful

Send information between Firmao and Insightful automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up a new task in Insightful whenever a new task is initiated in Firmao

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Insightful each time a new task is created in Firmao.

How it works
  1. The flow triggers when a new task is created in Firmao.
  2. Zoho Flow creates a new task in Insightful.
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Set up a new task in Insightful whenever a new task is initiated in Firmao

Firmao + Insightful

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Set up a new project in Insightful each time a new project is initiated in Firmao

Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from business management software. This flow will generate a new project in Insightful whenever a new project is created in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a new project in Insightful.
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Set up a new project in Insightful each time a new project is initiated in Firmao

Firmao + Insightful

Build your own integrations between Firmao and Insightful

Connect Firmao and Insightful 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 Firmao and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

All Actions - Actions are the automated tasks

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Create project

Creates a new project

Create task

Creates a new task

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

Create team

Creates a new team

Create employee

Creates a new employee

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

What is Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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