Integrate Insightly with Shortcut

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

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Set up a new project in Shortcut each time a new project is initiated in Insightly

Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut each time a new project is initiated 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 Shortcut.
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Set up a new project in Shortcut each time a new project is initiated in Insightly

Insightly + Shortcut

Build your own integrations between Insightly and Shortcut

Connect Insightly and Shortcut 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 Shortcut 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

Comment added

Triggers when a new comment is added

Milestone created

Triggers when a new milestone is created

Project created

Triggers when a new project is created

Epic created

Triggers when a new epic is created

Story created

Triggers when a new story is created in a project

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 epic

Creates a new epic

Create comment

Creates a new comment in a selected story

Create team

Creates a new team

Create milestone

Creates a new milestone

Create project

Creates a new project

Create iteration

Creates a new iteration

Create story

Creates a new story in the selected project

Create label

Creates a new label

Create category

Creates a new category

Update team

Update details of an existing team

Update epic

Updates the details of an existing epic

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update label

Updates the details of an existing label

Fetch team

Fetch the details of an existing team using ID

Fetch epic

Fetch the details of an existing epic 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.

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

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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