Integrate Breeze with Insightly

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

Explore prebuilt integration flows to get started

[esc]

Create tasks in Breeze as tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Breeze whenever a new task is initiated 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 Breeze.
+

Create tasks in Breeze as tasks are initiated in Insightly

Insightly + Breeze

[esc]

Create an event in Insightly when a task is created Breeze

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Breeze.

How it works
  1. The flow triggers when a new task is created in Breeze.
  2. Zoho Flow creates a new event in Insightly.
+

Create an event in Insightly when a task is created Breeze

Breeze + Insightly

[esc]

Start a new project in Breeze whenever a new project is launched in Insightly

Enable seamless tracking and reporting by auto-creating projects in your project management application from relationship management software. This flow will start a new project in Breeze 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 Breeze.
+

Start a new project in Breeze whenever a new project is launched in Insightly

Insightly + Breeze

Build your own integrations between Breeze and Insightly

Connect Breeze 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 Breeze and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Task updated

Triggers when a task is updated

Task created

Triggers when a new task is created

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

Create to-do list

Creates a new to-do list for a task

Create to-do

Creates a new to-do in to-do list

Create project

Creates a new project

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 Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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

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 >

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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY