Integrate Insightly with Podio

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

Explore prebuilt integration flows to get started

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Create tasks in Podio as tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Podio when a new task is created 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 Podio.
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Create tasks in Podio as tasks are initiated in Insightly

Insightly + Podio

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Create an event in Insightly when a task is created Podio

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Podio.

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

Podio + Insightly

Build your own integrations between Insightly and Podio

Connect Insightly and Podio 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 Podio 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

New Task

Triggers when a new task is created in the selected workspace

New Workspace

Triggers when a new workspace is created

New Organization

Triggers when a new organization is created

New Application

Triggers when a new app is created in the selected workspace

Update Item

Triggers when an existing item is updated

New Item

Triggers when a new item 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 Status

Creates a new status 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 Podio?

Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

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

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