Integrate Insightly with Flow

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

Explore prebuilt integration flows to get started

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Create a new task in Flow each time a new task is created in Insightly

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Flow 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 the selected workspace in Flow.
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Create a new task in Flow each time a new task is created in Insightly

Insightly + Flow

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Create an event in Insightly when a new task is set up in Flow

Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Flow.

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

Flow + Insightly

Build your own integrations between Insightly and Flow

Connect Insightly and Flow 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 Flow 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

List updated

Triggers when the selected list is updated

Task updated

Triggers when the selected task is updated

New task

Triggers when a new task is created

New workspace

Triggers when a new workspace is created

New list

Triggers when a new list 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

Post comment

Posts a comment in the selected task

Create task

Creates a new task in the selected workspace

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 Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

To-Do Lists

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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