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
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
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Aha!.
Set up tasks in Aha! when new tasks are initiated in Insightly
Insightly + Aha!
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
- The flow triggers when a new task is created in Aha!.
- Zoho Flow creates a new event in Insightly.
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.
Similar apps
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.
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.
Learn more >
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
