Integrate Insightly with Taskworld
Send information between Insightly and Taskworld automatically, without writing any code, using Zoho Flow.
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Set up tasks in Taskworld when new tasks are initiated in Insightly
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Taskworld when a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Taskworld.
Set up tasks in Taskworld when new tasks are initiated in Insightly
Insightly + Taskworld
Initiate a new project in Taskworld when a new project is established in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management software from relationship management software. This flow will initiate a new project in Taskworld when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Taskworld.
Initiate a new project in Taskworld when a new project is established in Insightly
Insightly + Taskworld
Build your own integrations between Insightly and Taskworld
Connect Insightly and Taskworld with over 800+ 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 Taskworld 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
Project created
Triggers when a new project 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 task to task list
Adds a task to a task list in the specified project and workspace
Create message
Creates a message in the selected workspace
Create task
Creates a new task
Create project
Creates a new project
Create tag
Creates a new tag
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user
Fetch tag
Fetches the details of an existing tag
Remove tag from task
Removes an existing tag from the specified task
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.
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What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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Logic
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Custom functions
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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
Endless integrations. End to manual work.
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