Integrate Firmao with Insightful

Send information between Firmao and Insightful 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 Insightful whenever a new task is initiated in Firmao

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Insightful each time a new task is created in Firmao.

How it works
  1. The flow triggers when a new task is created in Firmao.
  2. Zoho Flow creates a new task in Insightful.
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Set up a new task in Insightful whenever a new task is initiated in Firmao

Firmao + Insightful

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Set up a new project in Insightful each time a new project is initiated in Firmao

Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from business management software. This flow will generate a new project in Insightful whenever a new project is created in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a new project in Insightful.
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Set up a new project in Insightful each time a new project is initiated in Firmao

Firmao + Insightful

Build your own integrations between Firmao and Insightful

Connect Firmao and Insightful 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 Firmao and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Product created

Triggers when a new product is created

Employee updated

Triggers when the details of an existing employee are updated

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Create task

Creates a new task

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

Create project

Creates a new project

Create team

Creates a new team

Create employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Deactivate employee

Deactivates an existing employee

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update team

Updates the details of an existing team

Update task

Updates the details of an existing task

Fetch project

Fetches the details of an existing project using ID

Fetch employee by email address or name

Fetch record by email address or name

Fetch team

Fetches the details of an existing team using ID

Fetch task

Fetches the details of an existing task using ID

Fetch employee

Fetches the details of an existing employee using ID

What is Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

Owain ap Rees

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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