Integrate Qwilr with Insightly
Send information between Qwilr and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Insightly whenever a new project is launched in Qwilr
Reduce discrepancies between proposals & invoices app 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 Qwilr.
How it works
- The flow triggers when a new project is created in Qwilr.
- Zoho Flow creates a new project in Insightly.
Start a new project in Insightly whenever a new project is launched in Qwilr
Qwilr + Insightly
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Supported triggers and actions
Integrate Qwilr and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Project accepted
Triggers when a project is accepted
Project viewed
Triggers when a project is viewed for the first time
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
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
What is Qwilr?
Qwilr helps you create proposals, quotes, sales, and marketing documents as responsive webpages. You can share documents online, let your clients interact with them, and also get insights on responses.
Similar apps
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.
Similar apps
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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
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
