Integrate sevDesk with Insightful

Send information between sevDesk and Insightful automatically, without writing any code, using Zoho Flow.

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Create a task in Insightful each time a new order is made in sevDesk

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Insightful.
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Create a task in Insightful each time a new order is made in sevDesk

sevDesk + Insightful

Build your own integrations between sevDesk and Insightful

Connect sevDesk 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 sevDesk and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Invoice created

Triggers when a new invoice is created

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

Employee updated

Triggers when the details of an existing employee are updated

All Actions - Actions are the automated tasks

Create voucher

Creates a new voucher

Create order

Creates a new order

Create invoice

Creates a new invoice

Create task

Creates a new task

Create contact

Creates a new contact

Create contact address

Creates a new contact address

Fetch category by name

Fetches the details of an existing category by name

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch country by ID

Fetches a country by ID

Fetch country by name

Fetches a country by name

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Create team

Creates a new team

Create employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Update team

Updates the details of an existing team

Update task

Updates the details of an existing task

Deactivate employee

Deactivates an existing employee

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Fetch employee

Fetches the details of an existing employee using ID

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

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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.

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

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