Integrate Swit with Insightly
Send information between Swit and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate an event in Insightly when a task is created in Swit
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Swit.
How it works
- The flow triggers when a new task is created in the selected project in Swit.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Swit
Swit + Insightly
Set up a new project in Swit each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Swit whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a project in the selected workspace in Swit.
Set up a new project in Swit each time a new project is initiated in Insightly
Insightly + Swit
Build your own integrations between Swit and Insightly
Connect Swit 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 Swit and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message posted
Triggers when a new message is posted on the selected channel
Task created
Triggers when a new task is created in the selected project
Idea posted
Triggers when a new idea is posted on the selected channel
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 message
Posts a message on the selected channel
Create idea
Posts an idea on the selected channel
Create comment on task
Posts a comment on the selected task
Create task
Creates a task in the selected project
Create project
Creates a project in the selected workspace
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by name
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 Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
