Integrate Insightly with JobNimbus
Send information between Insightly and JobNimbus automatically, without writing any code, using Zoho Flow.
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Set up tasks in JobNimbus when new tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in JobNimbus 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 JobNimbus.
Set up tasks in JobNimbus when new tasks are initiated in Insightly
Insightly + JobNimbus
Initiate an event in Insightly when a task is created in JobNimbus
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in JobNimbus.
How it works
- The flow triggers when a new task is created in JobNimbus.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in JobNimbus
JobNimbus + Insightly
Build your own integrations between Insightly and JobNimbus
Connect Insightly and JobNimbus 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 JobNimbus 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
Task created
Triggers when a new task is created
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created or updated
Triggers when a job is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Task updated
Triggers when the details of an existing task are updated
Activity updated
Triggers when the details of an existing activity are updated
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Job updated
Triggers when the details of an existing job are updated
Job created
Triggers when a new job 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
Create task
Creates a new task
Create contact
Creates a new contact
Create activity
Creates a new activity
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
Similar apps
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
