Integrate Yodiz with Insightly

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

Explore prebuilt integration flows to get started

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Set up a new task in Yodiz whenever a new task is initiated in Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Yodiz 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 the selected user story in Yodiz.
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Set up a new task in Yodiz whenever a new task is initiated in Insightly

Insightly + Yodiz

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

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a task is created Yodiz.

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

Yodiz + Insightly

Build your own integrations between Yodiz and Insightly

Connect Yodiz 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 Yodiz and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Task created

Triggers when a new task is created in a user story

Issue created

Triggers when a new issue is created

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 task

Creates a new task in the selected user story

Create issue

Creates a new issue

Create user story

Creates a new user story

Update user story

Updates the details of an existing user story

Create epic

Creates a new epic

Update epic

Updates the details of an existing epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing task

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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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Technical and Operations Head, TruAct

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