Integrate People HR with Insightly
Send information between People HR and Insightly automatically, without writing any code, using Zoho Flow.
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Set up a task in Insightly upon the addition of a new employee in People HR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will create a new task in Insightly each time a new employee is added to People HR .
How it works
- The flow triggers when a new employee is created in People HR .
- Zoho Flow creates a new task in Insightly.
Set up a task in Insightly upon the addition of a new employee in People HR
People HR + Insightly
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Supported triggers and actions
Integrate People HR and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Employee marked as leaver
Triggers when an employee is marked as leaving the company
Employee created
Triggers when a new employee is created
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
All Actions - Actions are the automated tasks
Create timesheet
Creates a new timesheet for the specified employee
Create vacancy
Creates a new vacancy
Add employee
Adds a new employee
Fetch employee
Fetches the details of an existing employee by ID
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
What is People HR ?
People HR is human resource software that lets you track employee absences, score applicants against different criteria, and discover insights with detailed reports.
Similar apps
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
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
