Integrate Insightly with People HR

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

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Set up a task in Insightly upon the addition of a new employee in People HR

Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will create a new task in Insightly each time a new employee is added to People HR .

How it works
  1. The flow triggers when a new employee is created in People HR .
  2. Zoho Flow creates a new task in Insightly.
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Set up a task in Insightly upon the addition of a new employee in People HR

People HR + Insightly

Build your own integrations between Insightly and People HR

Connect Insightly and People HR 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 People HR using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

Employee marked as leaver

Triggers when an employee is marked as leaving the company

Employee created

Triggers when a new employee is created

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Create timesheet

Creates a new timesheet for the specified employee

Create vacancy

Creates a new vacancy

Add employee

Adds a new employee

Fetch employee

Fetches the details of an existing employee by ID

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 People HR ?

People HR is human resource software that lets you track employee absences, score applicants against different criteria, and discover insights with detailed reports.

HR

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Webhook triggers

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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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