Integrate Forecast with Insightly
Send information between Forecast and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Forecast each time a new task is created in Insightly
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Forecast every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Forecast.
Create a new task in Forecast each time a new task is created in Insightly
Insightly + Forecast
Initiate an event in Insightly when a task is created in Forecast
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created Forecast.
How it works
- The flow triggers when a new card is created in the selected project in Forecast.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Forecast
Forecast + Insightly
Initiate a new project in Forecast when a new project is established in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management platform from relationship management software. This flow will start a new project in Forecast whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Forecast.
Initiate a new project in Forecast when a new project is established in Insightly
Insightly + Forecast
Build your own integrations between Forecast and Insightly
Connect Forecast 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 Forecast and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New milestone
Triggers when a new milestone is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
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 milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create task
Creates a new task
Create client
Creates a new client
Create project
Creates a new project
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create time registration
Creates a new time registration
Add person
Adds a new person
Fetch label
Fetches an existing label by 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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
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
