Integrate Insightly with awork
Send information between Insightly and awork automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in awork as 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 awork each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected project in awork.
Create tasks in awork as tasks are initiated in Insightly
Insightly + awork
Set up a task in awork every time a task is added in Insightly
Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork as soon as a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected project in awork.
Set up a task in awork every time a task is added in Insightly
Insightly + awork
Create an event in Insightly when a new task is set up in awork
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 awork.
How it works
- The flow triggers when a new task is created in a project in awork.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in awork
awork + Insightly
Initiate a new project in awork when a new project is established in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in awork when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in awork.
Initiate a new project in awork when a new project is established in Insightly
Insightly + awork
Build your own integrations between Insightly and awork
Connect Insightly and awork 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 Insightly and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
Project status updated
Triggers when a project status is updated
Task status updated
Triggers when a task status is updated
Task created
Triggers when a new task is created in a project
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create project
Creates a new project
Add client
Creates a new client
Create project task
Creates a new project task
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
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
What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
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
