Integrate Insightly with Producteev

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

Explore prebuilt integration flows to get started

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Create a new task in Producteev each time a new task is created in Insightly

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Producteev whenever a new task is initiated 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 Producteev.
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Create a new task in Producteev each time a new task is created in Insightly

Insightly + Producteev

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Initiate an event in Insightly when a task is created in Producteev

Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Producteev.

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

Producteev + Insightly

Build your own integrations between Insightly and Producteev

Connect Insightly and Producteev 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 Producteev 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

New Task

Triggers when a new task is created

New Network

Triggers when a new network is created

New Project

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 Task

Creates a new 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.

What is Producteev?

Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.

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 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.

Neville Mader

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

Toto

Technical Engineer, Master Liveaboards

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