Integrate Zoho Cliq with Insightly
Send information between Zoho Cliq and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send Zoho Cliq messages for new Insightly tasks
Get your teammates' attention on important tasks the moment you
add them. When a new task is added in Insightly, this flow posts
it to a specified channel in Zoho Cliq.
How it works
1. A new task is added in Insightly.
2. Zoho Flow sends you a message in Zoho Cliq.
Send Zoho Cliq messages for new Insightly tasks
Zoho Cliq + Insightly
Build your own integrations between Zoho Cliq and Insightly
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Supported triggers and actions
Integrate Zoho Cliq and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New channel added
Triggers when a new channel is created in your organization
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 channel member
Adds a new channel member
Pin message
Pin an existing message in a conversation using message ID
Message user
Sends a message to the specified user
Add bot in a channel
Adds a bot to the selected channel
Message to bot
Sends a message to the selected bot
Create channel
Creates a new channel
Post card to channel
Posts a card to the specified channel
Message as bot on channel
Message as a bot on the specified channel
Create thread
Creates a new thread using message ID
Add user status
Adds the specified status to an existing user
Delete channel
Deletes the selected channel
Message in channel
Posts a message in a channel
Message as bot to user
Posts a message as a bot to the specified user
Archive channel
Archives the selected channel
Unarchive channel
Unarchives the selected channel
Update channel
Updates the details of an existing channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Post card to chat
Posts a card to the specified chat
Update channel member role
Updates the role of a channel member
Fetch team
Fetches the details of an existing team by name
Fetch user by name or email
Fetches an existing user by name or email address
Fetch channel
Fetches the details of an existing channel by name
Remove channel member
Removes the specified member from the selected channel
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 Zoho Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
Similar apps
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.
Learn more >
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.
Learn more >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
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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
