![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Integrate Insightly with Shortcut
Send information between Insightly and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Set up a new project in Shortcut each time a new project is initiated in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut 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 Shortcut.
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Set up a new project in Shortcut each time a new project is initiated in Insightly
Insightly + Shortcut
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Insightly and Shortcut
Connect Insightly and Shortcut with over 900+ 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 Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Story created
Triggers when a new story is created in a project
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Epic created
Triggers when a new epic is created
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Milestone created
Triggers when a new milestone is created
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create comment
Creates a new comment in a selected story
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create label
Creates a new label
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create team
Creates a new team
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create milestone
Creates a new milestone
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create epic
Creates a new epic
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create iteration
Creates a new iteration
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create category
Creates a new category
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Create story
Creates a new story in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Update label
Updates the details of an existing label
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Update iteration
Update details of an existing iteration
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Update story
Updates the details of an existing story
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Update team
Update details of an existing team
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Update epic
Updates the details of an existing epic
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Fetch epic
Fetch the details of an existing epic using ID
![](https://flow-public.nimbuspop.com/flow-apps/shortcut.png)
Fetch team
Fetch the details of an existing team 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.
Similar apps
What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
Similar apps
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