Integrate Insightly with Trigger
Send information between Insightly and Trigger automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Trigger whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Trigger when a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected project in Trigger.
Set up a new task in Trigger whenever a new task is initiated in Insightly
Insightly + Trigger
Create an event in Insightly when a task is created Trigger
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a new task is set up in Trigger.
How it works
- The flow triggers when a new task is created in the selected project in Trigger.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Trigger
Trigger + Insightly
Set up a new project in Trigger 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 application. This flow will start a new project in Trigger whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Trigger.
Set up a new project in Trigger each time a new project is initiated in Insightly
Insightly + Trigger
Build your own integrations between Insightly and Trigger
Connect Insightly and Trigger with over 950+ 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 Trigger 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
Task created
Triggers when a new task is created in the selected project
Project created
Triggers when a new project is created
Company created
Triggers when a new company is created
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 task
Creates a new task in the selected project
Create company
Creates a new company
Create project
Creates a new project
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 Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
