Integrate Agiled with Insightly
Send information between Agiled and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Insightly when new tasks are initiated in Agiled
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Insightly each time a new task is created in Agiled.
How it works
- The flow triggers when a new task is created in Agiled.
- Zoho Flow creates a new task in Insightly.
Set up tasks in Insightly when new tasks are initiated in Agiled
Agiled + Insightly
Create tasks in Agiled as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Agiled every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Agiled.
Create tasks in Agiled as tasks are initiated in Insightly
Insightly + Agiled
Create a task in Agiled as soon as a task is created in Insightly
Track the time spent on each task by creating a record in your business management platform. This flow will create a task in Agiled upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Agiled.
Create a task in Agiled as soon as a task is created in Insightly
Insightly + Agiled
Initiate an event in Insightly when a task is created in Agiled
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Agiled.
How it works
- The flow triggers when a new task is created in Agiled.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Agiled
Agiled + Insightly
Start a new project in Agiled whenever a new project is launched in Insightly
Reduce discrepancies between relationship management software and business management platform by auto-syncing project details. This flow will set up a new project in Agiled each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Agiled.
Start a new project in Agiled whenever a new project is launched in Insightly
Insightly + Agiled
Build your own integrations between Agiled and Insightly
Connect Agiled 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 Agiled and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product is created
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create employee
Creates a new employee
Create task
Creates a new task
Create project
Creates a new project
Create product
Creates a new product
Create lead
Creates a new lead
Create client
Creates a new client
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create contract
Creates a new contract
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
