![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Integrate Holded with Insightly
Send information between Holded and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Set up tasks in Insightly when new tasks are initiated in Holded
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Insightly whenever a new task is initiated in Holded.
How it works
- The flow triggers when a new task is created in Holded.
- Zoho Flow creates a new task in Insightly.
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Set up tasks in Insightly when new tasks are initiated in Holded
Holded + Insightly
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Set up a new project in Insightly each time a new project is initiated in Holded
Reduce discrepancies between business management software and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Holded.
How it works
- The flow triggers when a new project is created in Holded.
- Zoho Flow creates a new project in Insightly.
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Set up a new project in Insightly each time a new project is initiated in Holded
Holded + Insightly
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Holded and Insightly
Connect Holded and Insightly with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Holded and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Task created
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Employee created
Triggers when a new employee is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Sales channel created
Triggers when a new sales channel is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Contact created
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Payment created
Triggers when a new payment is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Service created
Triggers when a new service is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Contact group created
Triggers when a new contact group is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Product created
Triggers when a new product is created
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Warehouse created
Triggers when a new warehouse is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create product
Creates a new product
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create warehouse
Creates a new warehouse
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create document
Creates a new document
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create employee
Creates a new employee
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create payment
Creates a new payment
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create service
Creates a new service
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create sales channel
Creates a new sales channel
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Create contact group
Creates a new contact group
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update warehouse
Updates the details of an existing warehouse
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update project
Updates the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update document
Updates the details of an existing document
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update contact group
Updates the details of an existing contact group
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update employee
Updates the details of an existing employee
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update sales channel
Updates the details of an existing sales channel
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update contact
Updates the details of an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Update service
Updates the details of an existing service
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch document
Fetches the details of an existing document using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch contact group
Fetches the details of an existing contact group using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch product
Fetches the details of an existing product using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch service
Fetches the details of an existing service using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch contact
Fetches the details of an existing contact using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch task
Fetches the details of an existing task using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch project
Fetches the details of an existing project using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch sales channel
Fetches the details of an existing sales channel using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch payment
Fetches the details of an existing payment using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch employee
Fetches the details of an existing employee using ID
![](https://flow-public.nimbuspop.com/flow-apps/holded.png)
Fetch warehouse
Fetches the details of an existing warehouse using ID
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Event
Creates a new event
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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