Integrate Insightly with Stormboard

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

Build your own integrations between Insightly and Stormboard

Connect Insightly and Stormboard with over 1000+ 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 Stormboard using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

Updated task

Triggers when an existing task is updated

New storm

Triggers when a new storm is created

Legend change

Triggers when an idea's legend is changed in a storm

New idea

Triggers when a new idea is added to a storm

Idea moved

Triggers when an idea is moved to a different section of a storm

New comment

Triggers when a new comment is added to an idea

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Project

Creates a new project

Create Contact

Creates a new contact

Create storm

Creates a new storm

Create idea

Creates a new idea in an existing storm

Fetch storm

Fetches an existing storm by title

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 Stormboard?

Stormboard is a collaborative project management tool. You can create index cards to organize notes, vote for sticky notes, and add comments to discuss ideas.

Notes 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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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