Integrate Flowlu with Insightly
Send information between Flowlu and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightly each time a new task is created in Flowlu
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Insightly each time a new task is created in Flowlu.
How it works
- The flow triggers when a new task is created in Flowlu.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly each time a new task is created in Flowlu
Flowlu + Insightly
Create an event in Insightly once a task is created in Flowlu
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Flowlu.
How it works
- The flow triggers when a new task is created in Flowlu.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Flowlu
Flowlu + Insightly
Start a new project in Insightly whenever a new project is launched in Flowlu
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from business management suite. This flow will initiate a new project in Insightly when a new project is established in Flowlu.
How it works
- The flow triggers when a new project is created in Flowlu.
- Zoho Flow creates a new project in Insightly.
Start a new project in Insightly whenever a new project is launched in Flowlu
Flowlu + Insightly
Build your own integrations between Flowlu and Insightly
Connect Flowlu and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Flowlu and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales opportunity created
Triggers when a new sales opportunity is created
Issue created
Triggers when a new issue is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Account created
Triggers when a new account is created
Invoice paid
Triggers when an invoice payment is made
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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Create task
Creates a new task
Create invoice
Creates a new invoice
Create project
Creates a new project
Update project
Updates the details of an existing project
Update sales opportunity
Updates the details of an existing sales opportunity
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch project
Fetches the details of an existing project by project ID
Fetch account
Fetches the details of an existing account by account ID
Fetch task
Fetches the details of an existing task by task ID
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
What is Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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.
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Learn more >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
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
