Integrate Insightly with Trigger

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

Explore prebuilt integration flows to get started

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Set up a new task in Trigger whenever a new task is initiated in Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Trigger 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 the selected project in Trigger.
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Set up a new task in Trigger whenever a new task is initiated in Insightly

Insightly + Trigger

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Create an event in Insightly when a task is created Trigger

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a new task is set up in Trigger.

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

Trigger + Insightly

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Set up a new project in Trigger 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 application. This flow will start a new project in Trigger whenever a new project is launched 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 Trigger.
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Set up a new project in Trigger each time a new project is initiated in Insightly

Insightly + Trigger

Build your own integrations between Insightly and Trigger

Connect Insightly and Trigger 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 Trigger 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 company

Triggers when a new company is created

New project

Triggers when a new project is created

New task

Triggers when a new task 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 project

Creates a new project

Create company

Creates a new company

Create task

Create a new task in the selected project

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 Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

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.

Learn more >

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 >

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 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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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