Integrate Workast with Insightly

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

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Create an event in Insightly once a task is created in Workast

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a task is created Workast.

How it works
  1. The flow triggers when a new task is created in a space in Workast.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly once a task is created in Workast

Workast + Insightly

Build your own integrations between Workast and Insightly

Connect Workast 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 Workast and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created in a space

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 task

Creates a new task

Create Space

Creates a new Space

Mark task as completed

Marks a task as completed

Move task

Move tasks between Spaces

Fetch user

Fetches the details of an existing user by email address

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 Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task 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.

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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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Technical Engineer, Master Liveaboards

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