Integrate Insightly with Worksnaps
Send information between Insightly and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Worksnaps as soon as a task is created in Insightly
Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Worksnaps.
Create a task in Worksnaps as soon as a task is created in Insightly
Insightly + Worksnaps
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Supported triggers and actions
Integrate Insightly and Worksnaps 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
User created
Triggers when a new user 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 assignment
Creates a new task assignment
Create time entry
Creates a new offline time entry for the specified user
Create task
Creates a new task
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update time entry
Updates the details of an existing time entry
Fetch project
Fetches the details of an existing project using ID
Fetch user
Fetches the details of an existing user using ID
Fetch task assignment
Fetches the details of an existing task assignment using ID
Fetch task
Fetches the details of an existing task using ID
Fetch time entry
Fetches the details of an existing time entry 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.
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What is Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
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