Integrate Workast with Insightly
Send information between Workast and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an event in Insightly once a task is created in Workast
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a task is created Workast.
How it works
- The flow triggers when a new task is created in a space in Workast.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Workast
Workast + Insightly
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Supported triggers and actions
Integrate Workast and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created in a space
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 task
Creates a new task
Create Space
Creates a new Space
Mark task as completed
Marks a task as completed
Move task
Move tasks between Spaces
Fetch user
Fetches the details of an existing user by email address
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 Workast?
Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.
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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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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