Integrate LionDesk with Insightful
Send information between LionDesk and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Insightful when new tasks are initiated in LionDesk
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightful when a new task is created in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in Insightful.
Set up tasks in Insightful when new tasks are initiated in LionDesk
LionDesk + Insightful
Build your own integrations between LionDesk and Insightful
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Supported triggers and actions
Integrate LionDesk and Insightful 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 event
Triggers when a new event is created
New user
Triggers when a new user is added
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 event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact
Fetches an existing contact
Create task
Creates a new task
Create project
Creates a new project
Create team
Creates a new team
Create employee
Creates a new employee
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 LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
Similar apps
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.
Learn more >
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.
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
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
