Integrate SmartHR with Insightly
Send information between SmartHR and Insightly automatically, without writing any code, using Zoho Flow.
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Generate a task in Insightly with each new employee addition in SmartHR
Guarantee the seamless inclusion of new team members into the company without encountering delays. This flow will establish a new task in Insightly for every new employee created in SmartHR.
How it works
- The flow triggers when a new employee is added in SmartHR.
- Zoho Flow creates a new task in Insightly.
Generate a task in Insightly with each new employee addition in SmartHR
SmartHR + Insightly
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Supported triggers and actions
Integrate SmartHR and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Employee added
Triggers when a new employee is added
Employee updated
Triggers when the details of an existing employee are updated
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
Invite user
Sends an invite to the specified user
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 SmartHR?
SmartHR is HR software that helps you manage employee data and core administrative processes such as onboarding, hiring, payroll, employee relations and more, in a single integrated solution.
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
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 >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
