Integrate People HR with Insightly

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

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Set up a task in Insightly upon the addition of a new employee in People HR

Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will create a new task in Insightly each time a new employee is added to People HR .

How it works
  1. The flow triggers when a new employee is created in People HR .
  2. Zoho Flow creates a new task in Insightly.
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Set up a task in Insightly upon the addition of a new employee in People HR

People HR + Insightly

Build your own integrations between People HR and Insightly

Connect People HR 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 People HR and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee created

Triggers when a new employee is created

Employee marked as leaver

Triggers when an employee is marked as leaving the company

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

All Actions - Actions are the automated tasks

Create timesheet

Creates a new timesheet for the specified employee

Add employee

Adds a new employee

Create vacancy

Creates a new vacancy

Fetch employee

Fetches the details of an existing employee by ID

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

What is People HR ?

People HR is human resource software that lets you track employee absences, score applicants against different criteria, and discover insights with detailed reports.

HR

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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