Integrate Insightly with DoneDone

Send information between Insightly and DoneDone automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up tasks in DoneDone when new tasks are initiated in Insightly

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in DoneDone whenever a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a task in the selected project in DoneDone.
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Set up tasks in DoneDone when new tasks are initiated in Insightly

Insightly + DoneDone

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Create an event in Insightly once a task is created in DoneDone

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created DoneDone.

How it works
  1. The flow triggers when a new task is created in the selected project in DoneDone.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly once a task is created in DoneDone

DoneDone + Insightly

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Set up a new project in DoneDone each time a new project is initiated in Insightly

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in DoneDone whenever a new project is launched in Insightly.

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

Insightly + DoneDone

Build your own integrations between Insightly and DoneDone

Connect Insightly and DoneDone with over 950+ 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 DoneDone using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

Task created

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

Create task

Creates a task in the selected project

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Update task priority

Updates the priority of the specified task

Update task status

Updates the status of the specified task

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.

What is DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

Project Management

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

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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