Integrate Zoho Connect with Insightly

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

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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
  1. The flow triggers when a new task is created in Zoho Connect.
  2. Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in Zoho Connect

Zoho Connect + Insightly

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Supported triggers and actions

Integrate Zoho Connect and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Announcement comment created

Triggers when a new comment is created in announcements

Task updated

Triggers when the details of an existing task is updated

Task status changed

Triggers when the status of an existing task is updated

Member removed from board

Triggers when a member is removed from a board

Task open

Triggers when a task status is marked as open

Group created

Triggers when a new group is created

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Announcement updated

Triggers when the details of an existing announcement is updated

Task unassigned

Triggers when a task is unassigned

Board created

Triggers when a new board is created

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Member added in group

Triggers when a member added to group

Status created

Triggers when a new conversation is posted

Task assigned

Triggers when a task is assigned

Task reminder

Triggers when a task is created with a reminder

Event updated

Triggers when the details of an existing event is updated

New task created

Triggers when a new task is created

Forum updated

Triggers when an existing forum post is updated

Member added in board

Triggers when a member is added to a board

Event invited

Triggers when an invitee is added to an event

Question created

Triggers when a new questions is created

Forum created

Triggers when a new forum is created

Poll created

Triggers when a new poll is created

Task completed

Triggers when a task is completed in selected board

Event created

Triggers when a new event is created

Announcement created

Triggers when a new announcement is created

Member removed from network

Triggers when a new member is removed from the selected network

Member added in network

Triggers when a new member added to the selected network

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

Create checklist

Creates a checklist for the specified task

Create forum post

Creates a new forum post

Add member to group

Adds a member to the selected group

Create task in section

Creates a new task in the selected section

Add comment in task

Adds a comment in the specified task

Create private task

Creates a new private task

Create board from board template

Creates a new board from an existing saved template

Invite user

Invites a user to the selected network

Add member to board

Adds a member to the selected board

Create conversation

Creates a new conversation in the selected group

Create group event

Creates a new group event

Add comment in post

Adds a comment in the specified post

Create group

Creates a new group in the selected network

Create board

Creates a new board

Unarchive board

Unarchives the selected board

Archive board

Archives the selected board

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

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.

Team Collaboration Zoho

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.

Build comprehensive workflows using

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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