Integrate Zoho Connect with Insightly
Send information between Zoho Connect and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate an event in Insightly when a task is created in Zoho Connect
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Zoho Connect.
How it works
- The flow triggers when a new task is created in Zoho Connect.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Zoho Connect
Zoho Connect + Insightly
Build your own integrations between Zoho Connect and Insightly
Connect Zoho Connect and Insightly 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 Zoho Connect and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task status updated
Triggers when a task status is updated in the selected board
Group member added
Triggers when a new member is added to the selected group
Task created
Triggers when a new task is created
Conversation posted
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Poll started
Triggers when a new poll is started in the selected group
Announcement created
Triggers when a new announcement is created in the selected group
Task completed
Triggers when a task is completed in the selected board
User name mentioned
Triggers when your user name is mentioned
Network member added
Triggers when a new member is added to the selected network
New board
Triggers when a new board is created
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 private event
Creates a new private event
Add member to group
Adds a member to the selected group
Create group
Creates a new group in the selected network
Add member to board
Adds a member to the selected board
Add comment in post
Adds a comment in the specified post
Create forum post
Creates a new forum post
Create board
Creates a new board
Invite user
Invites a user to the selected network
Create private task
Creates a new private task
Create checklist
Creates a checklist for the specified task
Add comment in task
Adds a comment in the specified task
Create board from board template
Creates a new board from an existing saved template
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create task in section
Creates a new task in the selected section
Unarchive group
Unarchives the selected group
Archive board
Archives the selected board
Archive group
Archives the selected group
Archive task
Archives the selected task
Unarchive board
Unarchives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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.
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 >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
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
