Add tasks to Insightly for new scheduled bookings on ScheduleOnce

Prepping for your upcoming bookings with information from your CRM? Use Zapier to track your action items so you never miss a beat. Set up this automation and we'll watch ScheduleOnce for any new scheduled bookings, creating a task on Insightly for each so you have the reminders you need.

How this ScheduleOnce-Insightly integration works

  1. A new scheduled booking is created on ScheduleOnce
  2. Zapier automation adds a new task on Insightly

Apps involved

-ScheduleOnce -Insightly

Add tasks to Insightly for new scheduled bookings on ScheduleOnce
ScheduleOnce integration logo

ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.

Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

What Is Zapier?

Get Help