Integrate Holded with Insightly
Send information between Holded and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Insightly when new tasks are initiated in Holded
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Insightly whenever a new task is initiated in Holded.
How it works
- The flow triggers when a new task is created in Holded.
- Zoho Flow creates a new task in Insightly.
Set up tasks in Insightly when new tasks are initiated in Holded
Holded + Insightly
Set up a new project in Insightly each time a new project is initiated in Holded
Reduce discrepancies between business management software and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Holded.
How it works
- The flow triggers when a new project is created in Holded.
- Zoho Flow creates a new project in Insightly.
Set up a new project in Insightly each time a new project is initiated in Holded
Holded + Insightly
Build your own integrations between Holded and Insightly
Connect Holded 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 Holded 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 created
Triggers when a new task is created
Contact group created
Triggers when a new contact group is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Warehouse created
Triggers when a new warehouse is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel 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 contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create service
Creates a new service
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Create task
Creates a new task
Create product
Creates a new product
Create project
Creates a new project
Create payment
Creates a new payment
Create employee
Creates a new employee
Create document
Creates a new document
Update project
Updates the details of an existing project
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact
Updates the details of an existing contact
Update sales channel
Updates the details of an existing sales channel
Update employee
Updates the details of an existing employee
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing document
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch project
Fetches the details of an existing project using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch document
Fetches the details of an existing document using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch task
Fetches the details of an existing task using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
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 Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
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