Integrate Insightly with Amazing Marvin
Send information between Insightly and Amazing Marvin automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Amazing Marvin whenever a new project is created in Insightly
Reduce discrepancies between relationship management software and personal productivity app by auto-syncing project details. This flow will set up a new project in Amazing Marvin each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Amazing Marvin.
Create a new project in Amazing Marvin whenever a new project is created in Insightly
Insightly + Amazing Marvin
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Supported triggers and actions
Integrate Insightly and Amazing Marvin 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
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
Start time tracking
Starts time tracking for a task
Unclaim reward points
Unclaims the reward points
Create task
Creates a new task
Claim reward points
Claims the available reward points
Mark task done
Marks the selected task as done
Spend reward points
Spends the available reward points
Create event
Creates a new event
Create project
Creates a new project
Stop time tracking
Stops time tracking for a task
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 Amazing Marvin?
Amazing Marvin is a personal productivity application that offers features like a day planner, time tracker, project management tool, timer, calendar, habit and goal tracker, and more.
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 >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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
