Integrate Yanado with Insightly

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

Explore prebuilt integration flows to get started

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Set up tasks in Yanado when new tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Yanado each time a new task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Yanado.
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Set up tasks in Yanado when new tasks are initiated in Insightly

Insightly + Yanado

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Create an event in Insightly when a task is created Yanado

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Yanado.

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

Yanado + Insightly

Build your own integrations between Yanado and Insightly

Connect Yanado 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 Yanado and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Comment created

Triggers when a new comment is created

Email task created

Triggers when a new email task 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 task from email

Creates a new task from the specified email

Create task

Creates a new task

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task using task 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 Yanado?

Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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