Integrate Grist with Insightly
Send information between Grist and Insightly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Grist and Insightly
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Supported triggers and actions
Integrate Grist and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created
Triggers when a new record is created in the selected table
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create document
Creates a new document
Create record
Creates a new record in the selected table
Update record
Updates the details of an existing record
Update document
Updates the details of an existing document
Fetch organization
Fetches the details of an existing organization using ID or domain name
Fetch workspace
Fetches the details of an existing workspace using ID
Fetch document
Fetches the details of an existing document using ID
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
What is Grist?
Grist is a cloud-based spreadsheet and database management application. It offers a simple database builder, granular access controls, dynamic reports, and more.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
