Integrate Insightly with Apptio Targetprocess
Send information between Insightly and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Create tasks in Apptio Targetprocess as tasks are initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Apptio Targetprocess.
Create tasks in Apptio Targetprocess as tasks are initiated in Insightly
Insightly + Apptio Targetprocess
Initiate an event in Insightly when a task is created in Apptio Targetprocess
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in Apptio Targetprocess.
How it works
- The flow triggers when a new task is created in Apptio Targetprocess.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Apptio Targetprocess
Apptio Targetprocess + Insightly
Build your own integrations between Insightly and Apptio Targetprocess
Connect Insightly and Apptio Targetprocess with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Apptio Targetprocess using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New comment
Triggers when a new comment is added
New bug
Triggers when a new bug is created
New task
Triggers when a new task is created
New build
Triggers when a new build is created
New time record
Triggers when a new time record is created
New feature
Triggers when new feature is created
New iteration
Triggers when a new iteration is added
New request
Triggers when a new request is created
New user story
Triggers when a new user story is created
New release
Triggers when a new release is created
New team iteration
Triggers when a new team iteration is added
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
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
Create build
Creates a new build
Add comment
Adds a new comment to an existing entity
Create time record
Creates a new time record
Add requester to request
Creates a new requester and adds them to an existing request
Create feature
Creates a new feature
Create request
Creates a new request
Create bug
Creates a new bug
Create user story
Creates a new user story
Create task
Creates a new task
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
What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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 >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
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
