Integrate Active Collab with Insightly
Send information between Active Collab and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Active Collab each time a new task is created in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Active Collab each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Active Collab.
Create a new task in Active Collab each time a new task is created in Insightly
Insightly + Active Collab
Initiate an event in Insightly when a task is created in Active Collab
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Active Collab.
How it works
- The flow triggers when a new task is created in Active Collab.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Active Collab
Active Collab + Insightly
Create a new project in Active Collab whenever a new project is created in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management software from relationship management software. This flow will initiate a new project in Active Collab when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab whenever a new project is created in Insightly
Insightly + Active Collab
Build your own integrations between Active Collab and Insightly
Connect Active Collab and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Active Collab and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task is updated
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task list created
Triggers when a new task list is created in a project
Comment added
Triggers when a comment is added to an object
Task created
Triggers when a new task is created
Task moved
Triggers when a task is moved from one task list to another
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Add comment to discussion
Adds a new comment to discussion
Create company
Creates a new company
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Move task
Moves the specified task to the selected task list
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch label
Fetches the details of an existing label by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch template
Fetches the details of an existing template
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by ID or name
Fetch category
Fetches the details of an existing category by ID or name
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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.
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Technical Engineer, Master Liveaboards
