Integrate ClickUp with Insightly
Send information between ClickUp and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in ClickUp when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up tasks in ClickUp when new tasks are initiated in Insightly
Insightly + ClickUp
Create an event in Insightly once a task is created in ClickUp
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in ClickUp.
How it works
- The flow triggers when a new task is created in ClickUp.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in ClickUp
ClickUp + Insightly
Build your own integrations between ClickUp and Insightly
Connect ClickUp and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate ClickUp and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
List created
Triggers when a new list is created
Time entry created
Triggers when a new time entry is created
Folder updated
Triggers when any detail of an existing folder is updated
Task status updated
Triggers when the status of a task in the selected space is updated
Task updated
Triggers when any detail of a task in the selected space is updated
Task created
Triggers when a new task is created
List updated
Triggers when any detail of an existing list is updated
Task moved
Triggers when a task is moved in the selected space
Folder created
Triggers when a new folder is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create checklist
Creates a checklist for the specified task
Create subtask
Creates a new subtask under the specified task
Create list
Creates a new list
Add comment
Adds a comment to the specified task
Create task using template
Creates a new task using an existing template
Create task
Creates a new task under the selected list
Update list
Updates the details of the specified list
Update task
Updates the details of the specified task
Update task custom field
Updates the details of an existing task custom field
Fetch task
Fetches the details of an existing task by ID and custom fields
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
