Integrate Firmao with Insightly
Send information between Firmao and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Insightly whenever a new task is initiated in Firmao
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 Firmao.
How it works
- The flow triggers when a new task is created in Firmao.
- Zoho Flow creates a new task in Insightly.
Set up a new task in Insightly whenever a new task is initiated in Firmao
Firmao + Insightly
Initiate a new project in Insightly when a new project is established in Firmao
Reduce discrepancies between business management software and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Firmao.
How it works
- The flow triggers when a new project is created in Firmao.
- Zoho Flow creates a new project in Insightly.
Initiate a new project in Insightly when a new project is established in Firmao
Firmao + Insightly
Build your own integrations between Firmao and Insightly
Connect Firmao 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 Firmao and Insightly 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
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization 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 Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is Firmao?
Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.
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.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
