Integrate Insightly with Todoist

Send information between Insightly and Todoist automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Todoist.
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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 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.

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

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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.

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