Integrate Insightly with Frame.io
Send information between Insightly and Frame.io automatically, without writing any code, using Zoho Flow.
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Create a new project in Frame.io whenever a new project is created in Insightly
Reduce discrepancies between relationship management software and video review and collaboration platform by auto-syncing project details. This flow will initiate a new project in Frame.io when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Frame.io.
Create a new project in Frame.io whenever a new project is created in Insightly
Insightly + Frame.io
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Supported triggers and actions
Integrate Insightly and Frame.io 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
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 comment reply
Creates a reply for the specified comment
Create comment
Creates a comment for the specified asset
Update project
Updates the details of an existing project
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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What is Frame.io?
Frame.io is a video review and collaboration platform that provides fast reviewing, version management, advanced search filters and more.
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Custom functions
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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.
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