Integrate Insightly with Resource Guru

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

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Create a new project in Resource Guru whenever a new project is created in Insightly

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in Resource Guru whenever a new project is created 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 Resource Guru.
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Create a new project in Resource Guru whenever a new project is created in Insightly

Insightly + Resource Guru

Build your own integrations between Insightly and Resource Guru

Connect Insightly and Resource Guru 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 Resource Guru 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 or Updated Project

Triggers when a project is created or updated

New or Updated Booking

Triggers when a booking is created or updated

New or Updated Resource

Triggers when a resource is created or updated

New or Updated Client

Triggers when a client is created or 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 Booking

Creates a new booking

Create Project

Creates a new project

Create Resource

Creates a new resource

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 Resource Guru?

Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.

Project Management

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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