Integrate Insightly with DoneDone
Send information between Insightly and DoneDone automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in DoneDone when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in DoneDone 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 task in the selected project in DoneDone.
Set up tasks in DoneDone when new tasks are initiated in Insightly
Insightly + DoneDone
Create an event in Insightly once a task is created in DoneDone
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created DoneDone.
How it works
- The flow triggers when a new task is created in the selected project in DoneDone.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in DoneDone
DoneDone + Insightly
Set up a new project in DoneDone each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in DoneDone whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in DoneDone.
Set up a new project in DoneDone each time a new project is initiated in Insightly
Insightly + DoneDone
Build your own integrations between Insightly and DoneDone
Connect Insightly and DoneDone 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 Insightly and DoneDone 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
Task created
Triggers when a new task is created in the selected project
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
Add comment
Adds a comment to the specified task
Create project
Creates a new project
Create task
Creates a task in the selected project
Update task status
Updates the status of the specified task
Update task priority
Updates the priority of the specified 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 DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
Similar apps
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 >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
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
