Integrate SmartHR with Insightly

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

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Generate a task in Insightly with each new employee addition in SmartHR

Guarantee the seamless inclusion of new team members into the company without encountering delays. This flow will establish a new task in Insightly for every new employee created in SmartHR.

How it works
  1. The flow triggers when a new employee is added in SmartHR.
  2. Zoho Flow creates a new task in Insightly.
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Generate a task in Insightly with each new employee addition in SmartHR

SmartHR + Insightly

Build your own integrations between SmartHR and Insightly

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Supported triggers and actions

Integrate SmartHR and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee added

Triggers when a new employee is added

Employee updated

Triggers when the details of an existing employee are updated

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

Invite user

Sends an invite to the specified user

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 SmartHR?

SmartHR is HR software that helps you manage employee data and core administrative processes such as onboarding, hiring, payroll, employee relations and more, in a single integrated solution.

HR

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 >

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 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

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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