Integrate Insightly with Neaktor
Send information between Insightly and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Neaktor whenever a new task is initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Neaktor each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task using the specified task model in Neaktor.
Set up a new task in Neaktor whenever a new task is initiated in Insightly
Insightly + Neaktor
Create an event in Neaktor when a task is created Insightly
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Neaktor when a task is created Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Neaktor.
Create an event in Neaktor when a task is created Insightly
Insightly + Neaktor
Initiate an event in Insightly when a task is created in Neaktor
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 Neaktor.
How it works
- The flow triggers when a new task is created in Neaktor.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Neaktor
Neaktor + Insightly
Set up a new project in Neaktor each time a new project is initiated in Insightly
Enable seamless tracking and reporting by auto-creating projects in your business process and project management application from relationship management software. This flow will initiate a new project in Neaktor when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project using the specified module in Neaktor.
Set up a new project in Neaktor each time a new project is initiated in Insightly
Insightly + Neaktor
Build your own integrations between Insightly and Neaktor
Connect Insightly and Neaktor with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact 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
Assignee changed
Triggers when the assignee is changed
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
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
Add project managers
Adds project managers to the specified project
Create project
Creates a new project using the specified module
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Create event
Creates a new event
Update task
Updates the details of an existing task using ID or IDx
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project using ID or key
Fetch user
Fetches the details of an existing user using email address
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch task
Fetches the details of an existing project using ID or IDx
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
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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.
Learn more >
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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
