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
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
- The flow triggers when a new task is created in sevDesk.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in sevDesk
sevDesk + Insightly
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
- The flow triggers when a new invoice is received in sevDesk.
- Zoho Flow creates a new task in Insightly.
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 850+ 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.
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.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
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
