Integrate Zoho Writer with Insightly
Send information between Zoho Writer and Insightly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Writer and Insightly
Connect Zoho Writer and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Writer and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Document edited
Triggers when an existing document is edited
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
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
Merge and email document
Creates a merged document with the selected template and sends it through email
Create document
Creates a new document with the given text
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Send document for signature
Sends the specified document for electronic signature
Merge and sign document
Creates a merged document with the selected template and signs it
Merge and store document
Creates a merged document with the selected template and stores it
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Upload document
Uploads the selected document and optionally to the selected folder
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark final status
Marks or unmarks the status of the specified document as final
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 Writer?
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
SIGN UP TODAYChoose the app
×No App Found
