

Integrate SmartHR with Insightly
Send information between SmartHR and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate a task in Insightly with each new employee addition in SmartHR
Guarantee the seamless inclusion of new team members into the company without encountering delays. This flow will establish a new task in Insightly for every new employee created in SmartHR.
How it works
- The flow triggers when a new employee is added in SmartHR.
- Zoho Flow creates a new task in Insightly.


Generate a task in Insightly with each new employee addition in SmartHR
SmartHR + Insightly

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Supported triggers and actions
Integrate SmartHR and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Employee updated
Triggers when the details of an existing employee are updated

Employee added
Triggers when a new employee is added

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

Invite user
Sends an invite to the specified user

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 SmartHR?
SmartHR is HR software that helps you manage employee data and core administrative processes such as onboarding, hiring, payroll, employee relations and more, in a single integrated solution.
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