Integrate Insightly with Todoist
Send information between Insightly and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Todoist whenever a new project is launched in Insightly
Reduce discrepancies between relationship management software and task management tool by auto-syncing project details. This flow will generate a new project in Todoist 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 Todoist.
Start a new project in Todoist whenever a new project is launched in Insightly
Insightly + Todoist
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Supported triggers and actions
Integrate Insightly and Todoist 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
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
New section
Triggers when a new section is added
Project created
Triggers when a new project is created
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
Incomplete task added
Triggers when an incomplete task is added to the selected project
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
Add comment to project
Adds a comment to a project
Add comment to task
Adds a comment to a task
Invite user to project
Invites a user to a project by email
Create project
Creates a new project
Create task
Creates a new task
Mark task as incomplete
Marks the specified task as incomplete
Mark task as completed
Marks the specified task as completed
Move task
Moves the specified task to the selected project
Update task
Updates the details of an existing task
Archive project
Archives the specified project
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
What is Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
