Integrate Workstack with Insightly
Send information between Workstack and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Workstack each time a new task is created in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Workstack 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 the selected todo in Workstack.
Create a new task in Workstack each time a new task is created in Insightly
Insightly + Workstack
Create an event in Insightly when a task is created Workstack
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in Workstack.
How it works
- The flow triggers when a new task is created for the selected user in Workstack.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Workstack
Workstack + Insightly
Set up a new project in Workstack each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Workstack when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Workstack.
Set up a new project in Workstack each time a new project is initiated in Insightly
Insightly + Workstack
Build your own integrations between Workstack and Insightly
Connect Workstack and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Workstack and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New project
Triggers when a new project 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 meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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Custom functions
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Sales Director, Artico
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.
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
