Integrate Insightly with Clinked
Send information between Insightly and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Clinked when new tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Clinked 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 Clinked.
Set up tasks in Clinked when new tasks are initiated in Insightly
Insightly + Clinked
Initiate an event in Clinked when a task is created in Insightly
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Clinked when a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Clinked.
Initiate an event in Clinked when a task is created in Insightly
Insightly + Clinked
Build your own integrations between Insightly and Clinked
Connect Insightly and Clinked with over 1000+ 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 Clinked 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
Create group
Creates a new group
Create discussion
Creates a new discussion
Create member
Creates a new member
Duplicate a group
Duplicates an existing group
Create event
Creates a new event
Create note
Creates a new note
Create task
Creates a new task
Create or update folder
Creates a new folder or updates an existing folder
Update member
Updates the details of the specified member
Fetch group
Fetches the details of an existing group by group ID
Fetch member
Fetches the details of an existing member by username
What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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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
Endless integrations. End to manual work.
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