![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Integrate Insightly with Aero Workflow
Send information between Insightly and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create tasks in Aero Workflow as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Aero Workflow every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Aero Workflow.
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create tasks in Aero Workflow as tasks are initiated in Insightly
Insightly + Aero Workflow
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Insightly and Aero Workflow
Connect Insightly and Aero Workflow with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create appointment
Creates a new appointment
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create company
Creates a new company
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Create email
Creates a new email
![](https://flow-au-public.nimbuspop.com/flow-apps/aero_workflow.png)
Fetch contact
Fetch details of a contact by ID
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
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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 >