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
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Apptio Targetprocess.
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Create tasks in Apptio Targetprocess as tasks are initiated in Insightly

Insightly + Apptio Targetprocess

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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
  1. The flow triggers when a new task is created in Apptio Targetprocess.
  2. Zoho Flow creates a new event in Insightly.
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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.

What is Apptio Targetprocess?

Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.

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.

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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.

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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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