Integrate Insightly with Producteev
Send information between Insightly and Producteev automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Producteev each time a new task is created in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Producteev 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 Producteev.
Create a new task in Producteev each time a new task is created in Insightly
Insightly + Producteev
Initiate an event in Insightly when a task is created in Producteev
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Producteev.
How it works
- The flow triggers when a new task is created in Producteev.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Producteev
Producteev + Insightly
Build your own integrations between Insightly and Producteev
Connect Insightly and Producteev 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 Producteev 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 Project
Triggers when a new project is created
New Network
Triggers when a new network is created
New Task
Triggers when a new task 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 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 Producteev?
Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.
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 >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
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
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
