Integrate Insightly with WorkMarket
Send information between Insightly and WorkMarket automatically, without writing any code, using Zoho Flow.
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Set up a new project in WorkMarket each time a new project is initiated in Insightly
Enable seamless tracking and reporting by auto-creating projects in your freelance management system from relationship management software. This flow will set up a new project in WorkMarket each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project for the selected client in WorkMarket.
Set up a new project in WorkMarket each time a new project is initiated in Insightly
Insightly + WorkMarket
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Supported triggers and actions
Integrate Insightly and WorkMarket 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
New assignment
Triggers when a new assignment is created
New project
Triggers when a new project is created
New client
Triggers when a new client is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
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
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Add note
Adds a note to the selected assignment
Create client
Creates a new client
Create project
Creates a new project for the selected client
Create assignment
Creates a new assigment
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.
Similar apps
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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