Integrate Insightly with Yanado
Send information between Insightly and Yanado automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Yanado when new tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Yanado each time 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 Yanado.
Set up tasks in Yanado when new tasks are initiated in Insightly
Insightly + Yanado
Create an event in Insightly when a task is created Yanado
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Yanado.
How it works
- The flow triggers when a new task is created in Yanado.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Yanado
Yanado + Insightly
Build your own integrations between Insightly and Yanado
Connect Insightly and Yanado 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 Yanado 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
Email task created
Triggers when a new email task is created
Task created
Triggers when a new task is created
Comment created
Triggers when a new comment 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 from email
Creates a new task from the specified email
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using task 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 Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
Similar apps
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.
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 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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
