Integrate Insightly with Aha!

Send information between Insightly and Aha! automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up tasks in Aha! when new tasks are initiated in Insightly

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Aha! every time a new task is added in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Aha!.
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Set up tasks in Aha! when new tasks are initiated in Insightly

Insightly + Aha!

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Create an event in Insightly when a new task is set up in Aha!

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Aha!.

How it works
  1. The flow triggers when a new task is created in Aha!.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a new task is set up in Aha!

Aha! + Insightly

Build your own integrations between Insightly and Aha!

Connect Insightly and Aha! 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 Aha! 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

Idea updated

Triggers when the details of an existing idea is updated

Page created

Triggers when a new page is created

Feature created

Triggers when a new feature is created

Product created

Triggers when a new product is added

Goal created

Triggers when a new goal is created

Idea created

Triggers when a new idea is created

Idea status changed

Triggers when an idea status is changed

Task created

Triggers when a new task is created

User created

Triggers when a new user is added

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

Create idea

Creates a new idea in the selected product

Create goal

Creates a new goal in the selected product

Create feature

Creates a new feature in the selected release

Create task

Creates a new task

Create product

Creates a new product

Add user

Adds a new user

Fetch user

Fetches the details of an existing user by email

Fetch feature

Fetches the details of an existing feature by name

Fetch product

Fetches the details of an existing product by its unique ID

Fetch idea

Fetches the details of an existing idea using 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.

What is Aha!?

Aha! is a project management tool that helps you track releases and ideas. You can set goals, build roadmaps, and consolidate information into a knowledge base.

Project Management

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

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

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