Integrate Insightly with Breeze

Send information between Insightly and Breeze automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create tasks in Breeze as tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Breeze whenever a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Breeze.
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Create tasks in Breeze as tasks are initiated in Insightly

Insightly + Breeze

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Create an event in Insightly when a task is created Breeze

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Breeze.

How it works
  1. The flow triggers when a new task is created in Breeze.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a task is created Breeze

Breeze + Insightly

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Start a new project in Breeze whenever a new project is launched in Insightly

Enable seamless tracking and reporting by auto-creating projects in your project management application from relationship management software. This flow will start a new project in Breeze whenever a new project is launched in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Breeze.
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Start a new project in Breeze whenever a new project is launched in Insightly

Insightly + Breeze

Build your own integrations between Insightly and Breeze

Connect Insightly and Breeze 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 Insightly and Breeze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Project created

Triggers when a new project is created

Task updated

Triggers when a task is updated

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Create project

Creates a new project

Create task

Creates a new task

Create to-do list

Creates a new to-do list for a task

Create to-do

Creates a new to-do in to-do list

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.

What is Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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.

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

Rahul Roushan

CEO, OpIndia

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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