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
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Apptio Targetprocess.
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Create tasks in Apptio Targetprocess as tasks are initiated in Insightly

Insightly + Apptio Targetprocess

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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
  1. The flow triggers when a new task is created in Apptio Targetprocess.
  2. Zoho Flow creates a new event in Insightly.
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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.

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.

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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

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Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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