Integrate Insightful with Zoho Notebook

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

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Supported triggers and actions

Integrate Insightful and Zoho Notebook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee updated

Triggers when the details of an existing employee are updated

Team created

Triggers when a new team is created

Project created

Triggers when a new project is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Notebook created

Triggers when a new notebook is created

Notecard created or updated

Triggers when a new notecard is created or the details of an existing notecard are updated

Notecard created

Triggers when a new notecard is created in the selected notebook

Notecard updated

Triggers when the details of an existing notecard are updated

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create team

Creates a new team

Create task

Creates a new task

Create employee

Creates a new employee

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Deactivate employee

Deactivates an existing employee

Update team

Updates the details of an existing team

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

Fetch employee by email address or name

Fetch record by email address or name

Fetch employee

Fetches the details of an existing employee using ID

Fetch project

Fetches the details of an existing project using ID

Share notecard

Shares an existing notecard with the specified email address

Create notecard

Creates a new notecard in the selected notebook

Create collection

Creates a new collection

Create notebook

Creates a new notebook

Share notebook

Shares an existing notebook with the specified email address

Update notebook

Update the details of an existing notebook

Move notecards to another notebook

Moves an existing notecard to another notebook

Move notecards to collection

Moves an existing notecard to the collection

Fetch notecard

Fetches the details of a notecard by search term

Fetch notebook by ID

Fetches the details of a notebook using ID

Fetch notebook by name

Fetches the details of a notebook using name

Fetch notecard by ID

Fetches the details of a notecard using its unique ID

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.

What is Zoho Notebook?

Zoho Notebook is a note taking tool that lets you take notes, create checklists, and even save audio files. You can move between views, choose a cover image for each of your notebooks, and rearrange notes to suit your needs.

Notes Zoho

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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