Integrate Insightly with Motion
Send information between Insightly and Motion automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Motion when new 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 Motion whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Motion.
Set up tasks in Motion when new tasks are initiated in Insightly
Insightly + Motion
Initiate a new project in Motion when a new project is established in Insightly
Reduce discrepancies between relationship management software and AI tool by auto-syncing project details. This flow will initiate a new project in Motion 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 Motion.
Initiate a new project in Motion when a new project is established in Insightly
Insightly + Motion
Build your own integrations between Insightly and Motion
Connect Insightly and Motion 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 Motion 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 task
Creates a new task
Create comment
Creates a new comment
Create project
Creates a new project
Create recurring task
Creates a recurring task
Update task
Updates the details of an existing task
Move task
Moves an existing task from one workspace to another
Fetch task by name
Fetches the details of an existing task using name
Fetch task by ID
Fetches the details of an existing task using 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 Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
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.
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
