Integrate Insightly with Yanado

Send information between Insightly and Yanado automatically, without writing any code, using Zoho Flow.

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Set up tasks in Yanado when new tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Yanado each time a new task is created 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 Yanado.
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Set up tasks in Yanado when new tasks are initiated in Insightly

Insightly + Yanado

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Create an event in Insightly when a task is created Yanado

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 Yanado.

How it works
  1. The flow triggers when a new task is created in Yanado.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a task is created Yanado

Yanado + Insightly

Build your own integrations between Insightly and Yanado

Connect Insightly and Yanado 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 Yanado 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

Comment created

Triggers when a new comment is created

Email task created

Triggers when a new email 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 from email

Creates a new task from the specified email

Create task

Creates a new task

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task using task ID

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 Yanado?

Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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