Integrate Insightly with Active Collab
Send information between Insightly and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Active Collab each time a new task is created in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Active Collab each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Active Collab.
Create a new task in Active Collab each time a new task is created in Insightly
Insightly + Active Collab
Initiate an event in Insightly when a task is created in Active Collab
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Active Collab.
How it works
- The flow triggers when a new task is created in Active Collab.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Active Collab
Active Collab + Insightly
Create a new project in Active Collab whenever a new project is created in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management software from relationship management software. This flow will initiate a new project in Active Collab when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab whenever a new project is created in Insightly
Insightly + Active Collab
Build your own integrations between Insightly and Active Collab
Connect Insightly and Active Collab 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 Insightly and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task closed
Triggers when a task is closed
Task updated
Triggers when the details of an existing task is updated
Task list created
Triggers when a new task list is created in a project
Project created
Triggers when a new project is created
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create project
Creates a new project
Add comment to task
Creates a new comment in the selected task
Create company
Creates a new company
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Move task
Moves the specified task to the selected task list
Fetch label
Fetches the details of an existing label by ID or name
Fetch project
Fetches the details of an existing project by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch company
Fetches the details of an existing company by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
Fetch template
Fetches the details of an existing template
Fetch category
Fetches the details of an existing category by ID or name
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
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
