Integrate Insightly with Easy Projects
Send information between Insightly and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new project in Easy Projects when a new project is established in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management tool from relationship management software. This flow will set up a new project in Easy Projects 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 Easy Projects.
Initiate a new project in Easy Projects when a new project is established in Insightly
Insightly + Easy Projects
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Supported triggers and actions
Integrate Insightly and Easy Projects 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
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New project message
Triggers when a new message is posted in the selected project
Updated project
Triggers when an existing project is updated
New user
Triggers when a new user is created
New project activity
Triggers when a new activity is created in the selected project
New customer
Triggers when a new customer is created
Updated activity
Triggers when an existing activity is updated
New activity
Triggers when a new activity is created
New time log
Triggers when a time log is created
Updated time log
Triggers when an existing time log is updated
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 time log
Creates a new time log
Create customer
Creates a new customer
Create activity
Creates a new activity
Post activity message
Posts a new message in an activity
Update user
Updates the details of an existing user
Create User
Creates a new user
Create project
Creates a new project
Post project message
Posts a new message in a project
Update customer
Updates the details of an existing customer
Update activity
Updates an existing activity
Update project
Updates an existing project
Update time log
Updates an existing time log
Fetch time log
Fetches an existing time log by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
Fetch project
Fetches an existing project by its unique ID
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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 >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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
