Integrate Insightly with Swit
Send information between Insightly and Swit 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 Insightly and Swit
Connect Insightly and Swit 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 Swit 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
Idea posted
Triggers when a new idea is posted on the selected channel
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
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 project in the selected workspace
Create task
Creates a task in the selected project
Create idea
Posts an idea on the selected channel
Create message
Posts a message on the selected channel
Create comment on task
Posts a comment on the selected task
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by name
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.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
