Integrate People HR with Insightly
Send information between People HR and Insightly automatically, without writing any code, using Zoho Flow.
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Set up a task in Insightly upon the addition of a new employee in People HR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will create a new task in Insightly each time a new employee is added to People HR .
How it works
- The flow triggers when a new employee is created in People HR .
- Zoho Flow creates a new task in Insightly.
Set up a task in Insightly upon the addition of a new employee in People HR
People HR + Insightly
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Supported triggers and actions
Integrate People HR and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Employee marked as leaver
Triggers when an employee is marked as leaving the company
Employee created
Triggers when a new employee is created
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
All Actions - Actions are the automated tasks
Create timesheet
Creates a new timesheet for the specified employee
Create vacancy
Creates a new vacancy
Add employee
Adds a new employee
Fetch employee
Fetches the details of an existing employee by ID
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
What is People HR ?
People HR is human resource software that lets you track employee absences, score applicants against different criteria, and discover insights with detailed reports.
Similar apps
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
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
