Insightly + Workast Integration

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Insightly + Workast Integration

Create Workast task for new Insightly task

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Workast is a great tool for this.

All you need to do is - integrate Workast with Insightly to create task in Workast automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
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Insightly + Workast Integration

Create Workast task for new Insightly opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Workast to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and Workast, creating task in Workast is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Insightly + Workast Integration

Create Workast task for new Insightly contact

Insightly and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a task in Workast? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Insightly + Workast Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Workast
    Task is created in Workast
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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