Integrate Neaktor with Insightly

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

Explore prebuilt integration flows to get started

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Set up a new task in Neaktor whenever a new task is initiated in Insightly

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Neaktor each time a new task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task using the specified task model in Neaktor.
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Set up a new task in Neaktor whenever a new task is initiated in Insightly

Insightly + Neaktor

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Create an event in Neaktor when a task is created Insightly

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Neaktor when a task is created Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new event in Neaktor.
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Create an event in Neaktor when a task is created Insightly

Insightly + Neaktor

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Initiate an event in Insightly when a task is created in Neaktor

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a task is created Neaktor.

How it works
  1. The flow triggers when a new task is created in Neaktor.
  2. Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in Neaktor

Neaktor + Insightly

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Set up a new project in Neaktor each time a new project is initiated in Insightly

Enable seamless tracking and reporting by auto-creating projects in your business process and project management application from relationship management software. This flow will initiate a new project in Neaktor when a new project is established in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project using the specified module in Neaktor.
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Set up a new project in Neaktor each time a new project is initiated in Insightly

Insightly + Neaktor

Build your own integrations between Neaktor and Insightly

Connect Neaktor and Insightly 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 Neaktor and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task deleted

Triggers when a task is deleted

Task created

Triggers when a new task is created

Task status updated

Triggers when the details of an existing task is updated

Assignee changed

Triggers when the assignee is changed

Task comment added

Triggers when a new task comment is added

Task status completed

Triggers when a task status is marked complete

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

All Actions - Actions are the automated tasks

Add project managers

Adds project managers to the specified project

Create task

Creates a new task using the specified task model

Create reminder

Creates a new reminder

Create event

Creates a new event

Create project

Creates a new project using the specified module

Update project

Updates the details of an existing project

Update event

Updates the details of an event

Update task

Updates the details of an existing task using ID or IDx

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch user

Fetches the details of an existing user using email address

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch project

Fetches the details of an existing project using ID or key

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

What is Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

Project Management

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.

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 >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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