Create integrations between Worksection and Insightly
Create Record in Insightly when New Project in Worksection
Update Record in Insightly when New Project in Worksection
Find Record in Insightly when New Project in Worksection
Create Record in Insightly when New Task in Project in Worksection
Update Record in Insightly when New Task in Project in Worksection
Find Record in Insightly when New Task in Project in Worksection
Create Record in Insightly when New Comment in Task in Worksection
Update Record in Insightly when New Comment in Task in Worksection
Find Record in Insightly when New Comment in Task in Worksection
Create Record in Insightly when Task Completed in Project in Worksection
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created.
New Task in Project
Triggers when a new task is created in selected project.
New Comment in Task
Triggers when a new comment is posted in selected task
Task Completed in Project
Triggers when a task is marked as completed. Does not trigger on completed subtasks
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
Do thisActions
Create Project
Creates a new project.
List Projects
Get all existing projects
Close Task
Close your task in selected project.
Create Comment in Task
Adds a new comment into your task.
Create Record
Creates a Record.
Update Record
Updates a Record
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Frequently Asked Questions
About Worksection
Worksection is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team communication, and improve productivity. It offers features such as task management, time tracking, file sharing, and reporting to help teams stay organized and on track.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
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