Integrate Insightly with GatherContent
Send information between Insightly and GatherContent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in GatherContent whenever a new project is launched in Insightly
Reduce discrepancies between relationship management software and content management platform by auto-syncing project details. This flow will generate a new project in GatherContent whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in GatherContent.
Start a new project in GatherContent whenever a new project is launched in Insightly
Insightly + GatherContent
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Supported triggers and actions
Integrate Insightly and GatherContent 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
Conversation started
Triggers when a new conversation is started
Item structure updated
Triggers when the details of an existing item structure are updated
Comment added in a conversation
Triggers when a new comment is added in a conversation
Comment updated
Triggers when the details of an existing comment are updated
Workflow status created
Triggers when a new workflow status is created
Shareable link generated
Triggers when a shareable link is generated for an item in a project
Assign user to item
Triggers when a new user is assigned to an item
Conversation resolved
Triggers when a conversation is resolved
Item created
Triggers when a new item is created
Item overdue
Triggers when an item in the project goes past a scheduled date for workflow status
Template created or updated
Triggers when a template is created or updated
Workflow status updated
Triggers when the details of an existing workflow status are updated
Item status updated
Triggers when the status of an existing item are 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 folder
Creates a new folder
Set item status
Sets the workflow status for the selected item
Rename folder
Renames an existing folder
Create item
Creates a new item
Rename item
Renames an existing item
Set item template
Sets the template for the selected item
Move item to folder
Moves item to an existing folder
Create project
Creates a new project
Fetch item
Fetches the details of an existing item using ID
Fetch project
Fetches the details of an existing project using ID
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.
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