Integrate ProWorkflow with Insightly
Send information between ProWorkflow and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate an event in Insightly when a task is created in ProWorkflow
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in ProWorkflow.
How it works
- The flow triggers when a new task is added in ProWorkflow.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in ProWorkflow
ProWorkflow + Insightly
Create a new project in ProWorkflow whenever a new project is created in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your task and workflow management application. This flow will generate a new project in ProWorkflow whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in ProWorkflow.
Create a new project in ProWorkflow whenever a new project is created in Insightly
Insightly + ProWorkflow
Set up a new project in Insightly each time a new project is initiated in ProWorkflow
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from task and workflow management application. This flow will start a new project in Insightly whenever a new project is launched in ProWorkflow.
How it works
- The flow triggers when a new project is added in ProWorkflow.
- Zoho Flow creates a new project in Insightly.
Set up a new project in Insightly each time a new project is initiated in ProWorkflow
ProWorkflow + Insightly
Generate a new contact in ProWorkflow each time a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in ProWorkflow whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in ProWorkflow.
Generate a new contact in ProWorkflow each time a new contact is created in Insightly
Insightly + ProWorkflow
Build your own integrations between ProWorkflow and Insightly
Connect ProWorkflow 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 ProWorkflow and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message created
Triggers when a new message is added
Contact created
Triggers when a new contact is added
Task updated
Triggers when the details of an existing task are updated
Company created
Triggers when a new company is added
Invoice updated
Triggers when the details of an existing invoice are edited
Invoice created
Triggers when a new invoice is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task is added
Project created
Triggers when a new project is added
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
All Actions - Actions are the automated tasks
Add invoice
Creates a new invoice
Add expense
Creates a new expense
Add project
Creates a new project
Add contact
Creates a new contact
Add company
Creates a new company
Find contact
Fetches the details of an existing contact using username or email address
Find project
Fetches the details of an existing project
Find invoice
Fetches the details of an existing invoice
Find company
Fetches the details of an existing company by name or email address
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
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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.
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Custom functions
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Toto
Technical Engineer, Master Liveaboards
