Integrate Holded with Insightful
Send information between Holded and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Insightful whenever a new task is initiated in Holded
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 Holded.
How it works
- The flow triggers when a new task is created in Holded.
- Zoho Flow creates a new task in Insightful.
Set up a new task in Insightful whenever a new task is initiated in Holded
Holded + Insightful
Set up a new project in Insightful each time a new project is initiated in Holded
Reduce discrepancies between business management software and workforce analytics platform by auto-syncing project details. This flow will set up a new project in Insightful each time a new project is initiated in Holded.
How it works
- The flow triggers when a new project is created in Holded.
- Zoho Flow creates a new project in Insightful.
Set up a new project in Insightful each time a new project is initiated in Holded
Holded + Insightful
Build your own integrations between Holded and Insightful
Connect Holded and Insightful 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 Holded and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Contact group created
Triggers when a new contact group is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Warehouse created
Triggers when a new warehouse is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel 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
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create service
Creates a new service
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Create task
Creates a new task
Create product
Creates a new product
Create project
Creates a new project
Create payment
Creates a new payment
Create employee
Creates a new employee
Create document
Creates a new document
Update project
Updates the details of an existing project
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact
Updates the details of an existing contact
Update sales channel
Updates the details of an existing sales channel
Update employee
Updates the details of an existing employee
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing document
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch project
Fetches the details of an existing project using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch document
Fetches the details of an existing document using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch task
Fetches the details of an existing task using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
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 Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
