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Create business workflows for Insightful without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Insightful workflows
Create a task in Insightful for new tickets created in Deskpro
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your Insightful for newly generated tickets in Deskpro.
How it works
- The flow triggers when a new ticket is created in Deskpro.
- Zoho Flow creates a new task in Insightful.
Add new tasks to your Insightful for new tickets generated in Fluent Support
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Insightful for new tickets generated in Fluent Support.
How it works
- The flow triggers when a new ticket is created in Fluent Support.
- Zoho Flow creates a new task in Insightful.
Add new tasks to your Insightful for new tickets generated in Freshdesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will add new tasks to your Insightful for new tickets generated in Freshdesk.
How it works
- The flow triggers when a new ticket is created in Freshdesk.
- Zoho Flow creates a new task in Insightful.
Create action items in your Insightful for newly generated tickets in Groove
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Insightful for new tickets created in Groove.
How it works
- The flow triggers when a new ticket is created in Groove.
- Zoho Flow creates a new task in Insightful.
Generate a task within your Insightful for fresh tickets initiated in LiveAgent
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Insightful for new tickets created in LiveAgent.
How it works
- The flow triggers when a new ticket is created in LiveAgent.
- Zoho Flow creates a new task in Insightful.
Add new tasks to your Insightful for new tickets generated in SupportBee
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Insightful for newly generated tickets in SupportBee.
How it works
- The flow triggers when a new ticket is created in SupportBee.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful for new tickets created in Teamwork Desk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Insightful for new tickets created in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in Insightful.
Add new tasks to your Insightful for new tickets generated in Usedesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in your Insightful for newly generated tickets in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Insightful.
Add new tasks to your Insightful for new tickets generated in UseResponse
Efficiently address customer concerns by promptly creating tasks. This flow will generate a task within your Insightful for fresh tickets initiated in UseResponse.
How it works
- The flow triggers when a new ticket is created in UseResponse.
- Zoho Flow creates a new task in Insightful.
Create action items in your Insightful for newly generated tickets in Zoho Desk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will generate a task within your Insightful for fresh tickets initiated in Zoho Desk.
How it works
- The flow triggers when a new ticket is created or if the details of an existing ticket are updated in Zoho Desk.
- Zoho Flow creates a new task in Insightful.
Generate a new project in Insightful for every deal successfully closed in Agendor
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Insightful for every deal successfully closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Insightful for every deal won in your HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Insightful.
Generate a new project in Insightful for every deal successfully closed in Kylas
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Insightful for every deal won in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in your Lime Go
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Insightful for every deal successfully closed in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in your OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightful for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in your Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Insightful for every deal successfully closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Insightful.
Create a project within Insightful for every accomplished deal in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Insightful for every deal successfully closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Insightful.
Create a project within Insightful for every accomplished deal in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Insightful for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Insightful for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Insightful.
Generate a task in Insightful with each new employee addition in BambooHR
Ensure new employees are seamlessly integrated into the organization without any delays or oversights. This flow will establish a new task in Insightful for every new employee created in BambooHR.
How it works
- The flow triggers when a new employee is created or if the details of an existing employee are updated in BambooHR.
- Zoho Flow creates a new task in Insightful.
Generate a task in Insightful with each new employee addition in People HR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will establish a new task in Insightful for every new employee created in People HR .
How it works
- The flow triggers when a new employee is created in People HR .
- Zoho Flow creates a new task in Insightful.
Generate a task in Insightful with each new employee addition in SmartHR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will generate a new task in Insightful for each new employee created in SmartHR.
How it works
- The flow triggers when a new employee is added in SmartHR.
- Zoho Flow creates a new task in Insightful.
Create a new event in Google Calendar for new tasks created in Insightful
Facilitate timely task completion for employees by prioritising tasks through event creation. This flow will schedule an event in Google Calendar for every new task created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Google Calendar.
Set up a new event in Teamup Calendar in response to each new task created in Insightful
Empower employees to meet deadlines by prioritising tasks through calendar event creation. This flow will automatically create an event in Teamup Calendar for each new task created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Teamup Calendar.
Create a new event in Office 365 for new tasks created in Insightful
Facilitate timely task completion for employees by prioritising tasks through event creation. This flow will schedule an event in Office 365 for every new task created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in the selected calendar in Office 365.
Set up a new event in Zoho Calendar in response to each new task created in Insightful
Empower employees to meet deadlines by prioritising tasks through calendar event creation. This flow will create an event in Zoho Calendar for new tasks created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in the selected calendar in Zoho Calendar.
Set up a new task in Insightful whenever a new task is initiated in Agiled
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Insightful each time a new task is created in Agiled.
How it works
- The flow triggers when a new task is created in Agiled.
- Zoho Flow creates a new task in Insightful.
Create tasks in Insightful as tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Insightful
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Insightful every time a new task is added in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Insightful.
Create tasks in Insightful as tasks are initiated in Capsule CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Insightful every time a new task is added in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful each time a new task is created in Clientify
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Insightful when a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Insightful.
Set up a new task in Insightful whenever a new task is initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Insightful every time a new task is added in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Insightful.
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
- The flow triggers when a new task is created in Firmao.
- Zoho Flow creates a new task in Insightful.
Create tasks in Insightful as tasks are initiated in Gro CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Insightful each time a new task is created in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in Insightful.
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.
Create a new task in Insightful each time a new task is created in HubSpot CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightful when a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in Insightful.
Create tasks in Insightful as tasks are initiated in Insightly
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Insightful every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful each time a new task is created in Kylas
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Insightful whenever a new task is initiated in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in Insightful.
Set up tasks in Insightful when new tasks are initiated in Salesflare
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Insightful whenever a new task is initiated in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Insightful.
Set up tasks in Insightful when new tasks are initiated in Streak
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Insightful every time a new task is added in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in Insightful.
Set up tasks in Insightful when new tasks are initiated in Wealthbox CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Insightful when a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Insightful.
Create an event in LiquidPlanner once a task is created in Insightful
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in LiquidPlanner once a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a full day event in LiquidPlanner.
Initiate an event in Clinked when a task is created in Insightful
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Clinked when a task is created Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Clinked.
Initiate an event in Google Calendar when a task is created in Insightful
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Google Calendar once a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Google Calendar.
Create an event in Insightly when a new task is set up in Insightful
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Insightly.
Create an event in Teamup Calendar once a task is created in Insightful
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Teamup Calendar when a task is created Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Teamup Calendar.
Create an event in TeamWave when a new task is set up in Insightful
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in TeamWave when a new task is set up in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in TeamWave.
Create an event in Zoho Projects once a task is created in Insightful
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Zoho Projects once a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Zoho Projects.
Create an event in Office 365 once a task is created in Insightful
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Office 365 once a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in the selected calendar in Office 365.
Initiate an event in Zoho Calendar when a task is created in Insightful
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Zoho Calendar when a new task is set up in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in the selected calendar in Zoho Calendar.
Initiate an event in Zoho BugTracker when a task is created in Insightful
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Zoho BugTracker when a task is created Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in the selected project in Zoho BugTracker.
Create a new task in Insightful when a new order is created in BigCommerce
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in BigCommerce.
How it works
- The flow triggers when a new order is created in BigCommerce.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Billbee
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightful each time a new order is made in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Cartloom
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightful whenever an order is created in Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in CartRover
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightful when a order is created in CartRover.
How it works
- The flow triggers when a new order is created in CartRover.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in CloudCart
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Insightful each time a new order is made in CloudCart.
How it works
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Eventix
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Eventix.
How it works
- The flow triggers when a new order is created in Eventix.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Humanitix
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Insightful when a order is created in Humanitix.
How it works
- The flow triggers when a new order is made in one of your events in Humanitix.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Insightful whenever an order is created in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Katana
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Maropost Commerce Cloud (formerly Neto)
Maropost Commerce Cloud (formerly Neto) + Insightful
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Maropost Commerce Cloud (formerly Neto).
How it works
- The flow triggers when a new paid order is created in Maropost Commerce Cloud (formerly Neto).
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in ModWebs
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Insightful when a order is created in ModWebs.
How it works
- The flow triggers when a new order is created in ModWebs.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Mollie
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Insightful each time a new order is made in Mollie.
How it works
- The flow triggers when a new order is created in Mollie.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Omnisend
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Insightful when a order is created in Omnisend.
How it works
- The flow triggers when a new order is created in Omnisend.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Order Desk
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new task in Insightful.
Initiate a new task in Insightful whenever an order is created in Qoyod
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightful when a order is created in Qoyod.
How it works
- The flow triggers when a new purchase order is added in Qoyod.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightful when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Saleor
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightful each time a new order is made in Saleor.
How it works
- The flow triggers when an order is confirmed in Saleor.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Sellbrite
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Sellbrite.
How it works
- The flow triggers when a new order is created in Sellbrite.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in sevDesk
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in sevDesk.
How it works
- The flow triggers when a new invoice is received in sevDesk.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in ShipStation
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Insightful each time a new order is made in ShipStation.
How it works
- The flow triggers when a new order is created in the selected store in ShipStation.
- Zoho Flow creates a new task in Insightful.
Initiate a new task in Insightful whenever an order is created in Shipwire
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightful whenever an order is created in Shipwire.
How it works
- The flow triggers when a new purchase order is created in Shipwire.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Shopify
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightful whenever a new order is placed in Shopify.
How it works
- The flow triggers when a new order is created in Shopify.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Square
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Insightful when a order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Starshipit
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightful each time a new order is made in Starshipit.
How it works
- The flow triggers when an order is created (Unshipped) in Starshipit.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in StoreHippo
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Insightful when a order is created in StoreHippo.
How it works
- The flow triggers when a new order is created in StoreHippo.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Stripe
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in Stripe.
How it works
- The flow triggers when a new order is created in Stripe.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Sympla
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in Sympla.
How it works
- The flow triggers when a new order is created in Sympla.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Syncro
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Tito
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Insightful whenever an order is created in Tito.
How it works
- The flow triggers when an existing order is confirmed in Tito.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Tookan
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Insightful each time a new order is made in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Unleashed Software
Unleashed Software + Insightful
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Insightful whenever an order is created in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Insightful each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Veeqo
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Insightful each time a new order is made in Veeqo.
How it works
- The flow triggers when a new order is recieved in Veeqo.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in Webflow
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in Webflow.
How it works
- The flow triggers when a new order is created in Webflow.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a order is created in WooCommerce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Insightful when a order is created in WooCommerce.
How it works
- The flow triggers when a new order is created in WooCommerce.
- Zoho Flow creates a new task in Insightful.
Initiate a new task in Insightful whenever an order is created in X-Cart
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Insightful whenever an order is created in X-Cart.
How it works
- The flow triggers when a new order is placed in X-Cart.
- Zoho Flow creates a new task in Insightful.
Initiate a new task in Insightful whenever an order is created in Zoho Books
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightful whenever an order is created in Zoho Books.
How it works
- The flow triggers when a new purchase order is created in Zoho Books.
- Zoho Flow creates a new task in Insightful.
Create a new task in Insightful when a new order is created in Zoho Commerce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightful whenever a new order is placed in Zoho Commerce.
How it works
- The flow triggers when a new order is received in Zoho Commerce.
- Zoho Flow creates a new task in Insightful.
Initiate a new task in Insightful whenever an order is created in Zoho Inventory
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Insightful whenever an order is created in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in Insightful.
Set up a new project in Insightful each time a new project is initiated in FastBill
Reduce discrepancies between accounting application 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 FastBill.
How it works
- The flow triggers when a new project is created in FastBill.
- Zoho Flow creates a new project in Insightful.
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
- The flow triggers when a new project is created in Firmao.
- Zoho Flow creates a new project in Insightful.
Start a new project in Insightful whenever a new project is launched in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from online accounting software. This flow will generate a new project in Insightful whenever a new project is created in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Insightful.
Initiate a new project in Insightful when a new project is established in Harvest
Enable efficient tracking and reporting of projects by creating a new project in your workforce analytics platform. This flow will start a new project in Insightful whenever a new project is launched in Harvest.
How it works
- The flow triggers when a new project is created in Harvest.
- Zoho Flow creates a new project in 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 Insightly
Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from relationship management software. This flow will start a new project in Insightful whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful whenever a new project is created in Pandle
Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from cloud-based accounting application. This flow will generate a new project in Insightful whenever a new project is created in Pandle.
How it works
- The flow triggers when a new project is added in Pandle.
- Zoho Flow creates a new project in Insightful.
Start a new project in Insightful whenever a new project is launched in Qwilr
Reduce discrepancies between proposals & invoices app and workforce analytics platform by auto-syncing project details. This flow will initiate a new project in Insightful when a new project is established in Qwilr.
How it works
- The flow triggers when a new project is created in Qwilr.
- Zoho Flow creates a new project in Insightful.
Set up a new project in Insightful each time a new project is initiated in Ronin
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Insightful each time a new project is initiated in Ronin.
How it works
- The flow triggers when a new project is created in Ronin.
- Zoho Flow creates a new project in Insightful.
Set up a new project in Insightful each time a new project is initiated in Wealthbox CRM
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Insightful whenever a new project is launched in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful whenever a new project is created in Zoho Books
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Insightful each time a new project is initiated in Zoho Books.
How it works
- The flow triggers when a new project is created in Zoho Books.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful whenever a new project is created in Zoho Invoice
Enable efficient tracking and reporting of projects by creating a new project in your workforce analytics platform. This flow will set up a new project in Insightful each time a new project is initiated in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in Insightful.
Build your own Insightful integrations
Connect 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
Build your Insightful workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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 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 >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 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
