Integrate sevDesk with Insightly

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

Explore prebuilt integration flows to get started

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Create an event in Insightly when a new task is set up in sevDesk

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a new task is set up in sevDesk.

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

sevDesk + Insightly

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Create a new task in Insightly when a order is created in sevDesk

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Insightly each time a new order is made in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Insightly.
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Create a new task in Insightly when a order is created in sevDesk

sevDesk + Insightly

Build your own integrations between sevDesk and Insightly

Connect sevDesk 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 sevDesk and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Invoice created

Triggers when a new invoice 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 voucher

Creates a new voucher

Create order

Creates a new order

Create contact address

Creates a new contact address

Create task

Creates a new task

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch country by ID

Fetches a country by ID

Fetch country by name

Fetches a country by name

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch cost centre by ID

Fetches the details of an existing cost centre 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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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.

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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 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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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