Integrate Flowlu with Insightly
Send information between Flowlu and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightly each time a new task is created in Flowlu
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Insightly each time a new task is created in Flowlu.
How it works
- The flow triggers when a new task is created in Flowlu.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly each time a new task is created in Flowlu
Flowlu + Insightly
Create an event in Insightly once a task is created in Flowlu
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Flowlu.
How it works
- The flow triggers when a new task is created in Flowlu.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Flowlu
Flowlu + Insightly
Start a new project in Insightly whenever a new project is launched in Flowlu
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from business management suite. This flow will initiate a new project in Insightly when a new project is established in Flowlu.
How it works
- The flow triggers when a new project is created in Flowlu.
- Zoho Flow creates a new project in Insightly.
Start a new project in Insightly whenever a new project is launched in Flowlu
Flowlu + Insightly
Build your own integrations between Flowlu and Insightly
Connect Flowlu 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 Flowlu and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales opportunity created
Triggers when a new sales opportunity is created
Issue created
Triggers when a new issue is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Account created
Triggers when a new account is created
Invoice paid
Triggers when an invoice payment is made
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
Create invoice
Creates a new invoice
Create project
Creates a new project
Create account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Update project
Updates the details of an existing project
Update sales opportunity
Updates the details of an existing sales opportunity
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Fetch account
Fetches the details of an existing account by account ID
Fetch task
Fetches the details of an existing task by task ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch project
Fetches the details of an existing project by project ID
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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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