Integrate Insightly with Apptio Targetprocess
Send information between Insightly and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create tasks in Apptio Targetprocess as tasks are initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Apptio Targetprocess.
Create tasks in Apptio Targetprocess as tasks are initiated in Insightly
Insightly + Apptio Targetprocess
Initiate an event in Insightly when a task is created in Apptio Targetprocess
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in Apptio Targetprocess.
How it works
- The flow triggers when a new task is created in Apptio Targetprocess.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Apptio Targetprocess
Apptio Targetprocess + Insightly
Build your own integrations between Insightly and Apptio Targetprocess
Connect Insightly and Apptio Targetprocess 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 Insightly and Apptio Targetprocess using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New request
Triggers when a new request is created
New task
Triggers when a new task is created
New bug
Triggers when a new bug is created
New feature
Triggers when new feature is created
New team iteration
Triggers when a new team iteration is added
New iteration
Triggers when a new iteration is added
New release
Triggers when a new release is created
New build
Triggers when a new build is created
New comment
Triggers when a new comment is added
New project
Triggers when a new project is created
New time record
Triggers when a new time record is created
New user story
Triggers when a new user story is created
All Actions - Actions are the automated tasks
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
Add comment
Adds a new comment to an existing entity
Create user story
Creates a new user story
Create time record
Creates a new time record
Add requester to request
Creates a new requester and adds them to an existing request
Create build
Creates a new build
Create task
Creates a new task
Create request
Creates a new request
Create bug
Creates a new bug
Create feature
Creates a new feature
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
What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
