Integrate Zingtree with Insightly
Send information between Zingtree and Insightly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zingtree and Insightly
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Supported triggers and actions
Integrate Zingtree and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Session
Triggers when a new session is created
New Session in Tree
Triggers when a new session is created in the selected tree
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Fetch Session Details
Fetches details about the selected session
Fetch Session Note
Fetches agent-entered notes for the selected session
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
What is Zingtree?
Zingtree is a customer support tool that makes building and sharing interactive decision trees easy. You can publish and integrate trees, watch every session, and use analytics to assess the performance specifics.
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
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
