Integrate Flow with Insightly
Send information between Flow and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Flow each time a new task is created in Insightly
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Flow 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 in the selected workspace in Flow.
Create a new task in Flow each time a new task is created in Insightly
Insightly + Flow
Create an event in Insightly when a new task is set up in Flow
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Flow.
How it works
- The flow triggers when a new task is created in Flow.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Flow
Flow + Insightly
Build your own integrations between Flow and Insightly
Connect Flow and Insightly with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Flow and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
Project updated
Triggers when the details of an existing project are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
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 task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
