Integrate Insightly with Jira Cloud

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

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Initiate a new project in Jira Cloud when a new project is established in Insightly

Reduce discrepancies between relationship management software and project management software by auto-syncing project details. This flow will initiate a new project in Jira Cloud when a new project is established 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 Jira Cloud.
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Initiate a new project in Jira Cloud when a new project is established in Insightly

Insightly + Jira Cloud

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Supported triggers and actions

Integrate Insightly and Jira Cloud 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

Work log updated

Triggers when the details of an existing work log are updated

Work log created

Triggers when a new work log created

Issue status updated

Triggers when the status of an issue is updated

Version released

Triggers when a version is released

Project created

Triggers when a new project is created

Version created

Triggers when a new version is created for an existing project

Comment updated

Triggers when an existing comment is updated

Comment created

Triggers when a new comment is created

Project updated

Triggers when the details of an existing project are updated

Issue created

Triggers when a new issue is created

Issue updated

Triggers when the details of an existing issue are updated

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

Creates a new comment for the specified issue

Create issue

Creates a new issue in the selected project

Create user

Creates a new user

Update issue

Updates the details of the specified issue

Fetch user

Fetches the details of an existing user by email address

Fetch project

Fetches the details of an existing project by project ID or key

Fetch issue attribute

Fetches the attributes of an existing issue

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 Jira Cloud?

Jira Cloud is project management software for agile teams. With features such as backlog prioritization, issue tracking, and sprint planning, you can plan and execute your projects effectively.

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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