Insightly Beta

OmniFocus Beta


Integrate Insightly with OmniFocus
a new task was created in your insightly account, creates a new task in your OmniFocus Inbox.




What is Insightly?

Using Insightly CRM to manage your customers, sales, and projects.

What is OmniFocus?

OmniFocus is a personal task manager by The Omni Group for macOS and iOS. The declared goal of the program is to be able to capture thoughts and ideas into to do lists. The program uses concepts and techniques described in the book Getting Things Done by David Allen.



How to set the workflow up

  • Select Insightly as your trigger app and select an event
  • Select OmniFocus as your action app and select an event
  • Map the fields from Insightly to OmniFocus by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

A new task was created in your Insightly account, creates a new task in your OmniFocus Inbox.

Coming soon