Integrate Redbooth with Insightly

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

Explore prebuilt integration flows to get started

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Create a new task in Redbooth each time a new task is created in Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Redbooth every time a new task is added 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 Redbooth.
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Create a new task in Redbooth each time a new task is created in Insightly

Insightly + Redbooth

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Initiate an event in Insightly when a task is created in Redbooth

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a task is created Redbooth.

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

Redbooth + Insightly

Build your own integrations between Redbooth and Insightly

Connect Redbooth and Insightly 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 Redbooth and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New notification

Triggers when you have a new notification

New workspace

Triggers when a new workspace is created in the selected organization

New organization

Triggers when a new organization is created

New task list

Triggers when a new task list is created

New task

Triggers when a new task 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

Add comment

Adds a new comment

Create organization

Creates a new organization

Create task list

Creates a new task list

Create task

Creates a new task

Create workspace

Creates a new workspace in the selected organization

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

Project Management

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.

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

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

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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