Integrate sevDesk with Insightful

Send information between sevDesk and Insightful automatically, without writing any code, using Zoho Flow.

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Create a task in Insightful each time a new order is made in sevDesk

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Insightful.
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Create a task in Insightful each time a new order is made in sevDesk

sevDesk + Insightful

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Supported triggers and actions

Integrate sevDesk and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Create order

Creates a new order

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch country by ID

Fetches a country by ID

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch country by name

Fetches a country by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Create team

Creates a new team

Create employee

Creates a new employee

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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