Integrate Insightly with Ronin

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

Explore prebuilt integration flows to get started

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Create an event in Insightly when a new task is set up in Ronin

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly once a task is created in Ronin.

How it works
  1. The flow triggers when a new task is added in Ronin.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a new task is set up in Ronin

Ronin + Insightly

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Start a new project in Insightly whenever a new project is launched in Ronin

Reduce discrepancies between time tracking software and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Ronin.

How it works
  1. The flow triggers when a new project is created in Ronin.
  2. Zoho Flow creates a new project in Insightly.
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Start a new project in Insightly whenever a new project is launched in Ronin

Ronin + Insightly

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Generate a new contact in Ronin each time a new contact is created in Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Ronin whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Ronin.
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Generate a new contact in Ronin each time a new contact is created in Insightly

Insightly + Ronin

Build your own integrations between Insightly and Ronin

Connect Insightly and Ronin with over 750+ 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 Ronin 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

Task added

Triggers when a new task is added

Client created

Triggers when a new client is created

Payment created

Triggers when a new payment is added

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Project created

Triggers when a new project 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 client

Creates a new client

Create contact

Creates a new contact

Create expense

Creates a new expense

Create task

Creates a new task

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

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 Ronin?

Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.

Proposals & Invoices

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

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 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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