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
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
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Set up a new task in Yodiz whenever a new task is initiated in Insightly
Insightly + Yodiz
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
- The flow triggers when a new task is created in a user story in Yodiz.
- Zoho Flow creates a new event in Insightly.
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.
Similar apps
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.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
