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Create business workflows for Insightly without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Insightly workflows
Generate a task within your Insightly for fresh tickets initiated in Deskpro
Efficiently address customer concerns by promptly creating tasks. This flow will add new tasks to your Insightly for new tickets generated in Deskpro.
How it works
- The flow triggers when a new ticket is created in Deskpro.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in Fluent Support
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Insightly for new tickets generated in Fluent Support.
How it works
- The flow triggers when a new ticket is created in Fluent Support.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in Freshdesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in Freshdesk.
How it works
- The flow triggers when a new ticket is created in Freshdesk.
- Zoho Flow creates a new task in Insightly.
Create action items in your Insightly for newly generated tickets in Groove
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Insightly for new tickets created in Groove.
How it works
- The flow triggers when a new ticket is created in Groove.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in LiveAgent
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in LiveAgent.
How it works
- The flow triggers when a new ticket is created in LiveAgent.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in SupportBee
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in SupportBee.
How it works
- The flow triggers when a new ticket is created in SupportBee.
- Zoho Flow creates a new task in Insightly.
Create action items in your Insightly for newly generated tickets in Teamwork Desk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in Insightly for new tickets created in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in Usedesk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Insightly for newly generated tickets in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Insightly.
Create action items in your Insightly for newly generated tickets in UseResponse
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in UseResponse.
How it works
- The flow triggers when a new ticket is created in UseResponse.
- Zoho Flow creates a new task in Insightly.
Add new tasks to your Insightly for new tickets generated in Zoho Desk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in your Insightly for newly generated tickets in Zoho Desk.
How it works
- The flow triggers when a new ticket is created or if the details of an existing ticket are updated in Zoho Desk.
- Zoho Flow creates a new task in Insightly.
Create a new project in Insightly for every deal won in your Agendor
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Insightly for every deal successfully closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in HubSpot CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Insightly for every deal won in your HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in Kylas
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Insightly for every deal successfully closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in your Lime Go
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightly for every deal won in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Insightly.
Create a project within Insightly for every accomplished deal in OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Insightly for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Insightly.
Generate a new project in Insightly for every deal successfully closed in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Insightly for every deal successfully closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Insightly.
Create a project within Insightly for every accomplished deal in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Insightly for every deal won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in Teamgate
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightly for every deal won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Insightly.
Generate a new project in Insightly for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Insightly for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Insightly.
Create a task in Insightly when a new employee is created in BambooHR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will initiate a new task in Insightly for new hires added to BambooHR.
How it works
- The flow triggers when a new employee is created or if the details of an existing employee are updated in BambooHR.
- Zoho Flow creates a new task in Insightly.
Set up a task in Insightly upon the addition of a new employee in People HR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will create a new task in Insightly each time a new employee is added to People HR .
How it works
- The flow triggers when a new employee is created in People HR .
- Zoho Flow creates a new task in Insightly.
Generate a task in Insightly with each new employee addition in SmartHR
Guarantee the seamless inclusion of new team members into the company without encountering delays. This flow will establish a new task in Insightly for every new employee created in SmartHR.
How it works
- The flow triggers when a new employee is added in SmartHR.
- Zoho Flow creates a new task in Insightly.
Set up a new event in Google Calendar in response to each new task created in Insightly
Facilitate timely task completion for employees by prioritising tasks through event creation. This flow will create an event in Google Calendar when 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 event in Google Calendar.
Create a new event in Teamup Calendar for new tasks created in Insightly
Facilitate timely task completion for employees by prioritising tasks through event creation. This flow will create an event in Teamup Calendar when 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 event in Teamup Calendar.
Schedule a new event in Office 365 each time a new task is created in Insightly
Achieve your deadlines efficiently by setting up events for all your tasks. This flow will schedule an event in Office 365 for every new task created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in the selected calendar in Office 365.
Generate a new event in Zoho Calendar for every new task created in Insightly
Achieve your deadlines efficiently by setting up events for all your tasks. This flow will create an event in Zoho Calendar when 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 event in the selected calendar in Zoho Calendar.
Create a new contact in Insightly whenever a form is submitted through 123FormBuilder
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Insightly using the form inputs received in 123FormBuilder.
How it works
- The flow triggers when a new submission is added to the selected form in 123FormBuilder.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Basin
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly the form responses received in Basin.
How it works
- The flow triggers when a new submission is added in Basin.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by Bit Form
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Insightly using the form responses obtained from Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Contact Form 7
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Insightly from the responses collected via Contact Form 7.
How it works
- The flow triggers when a new form entry is submitted in Contact Form 7.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Device Magic
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Insightly using the form responses obtained from Device Magic.
How it works
- The flow triggers when a new submission is received in the selected form in Device Magic.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Elementor Pro
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly from the responses collected via Elementor Pro.
How it works
- The flow triggers when a new form entry is made in Elementor Pro.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Everest Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Insightly using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on FastField
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Insightly using the form responses obtained from FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Fluent Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Insightly from the responses collected via Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Formidable Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Insightly the form responses received in Formidable Forms.
How it works
- The flow triggers when a new form entry is made in Formidable Forms.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Forminator
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Insightly using the form responses obtained from Forminator.
How it works
- The flow triggers when a form is submitted in Forminator.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Formsite
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Insightly the form responses received in Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by Formstack
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Insightly using the form responses obtained from Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via FormTitan
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly the form responses received in FormTitan.
How it works
- The flow triggers when a new form submission is received in FormTitan.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Fulcrum
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Insightly using the form responses obtained from Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Gravity Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Insightly using the form inputs received in Gravity Forms.
How it works
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by Happyforms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly from the responses collected via Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by JotForm
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Insightly using the form responses obtained from JotForm.
How it works
- The flow triggers when a new submission is added to the selected form in JotForm.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Kadence Blocks
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Insightly from the responses collected via Kadence Blocks.
How it works
- The flow triggers when a form entry is submitted in Kadence Blocks.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Kali Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Insightly using the form inputs received in Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by MetForm
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly the form responses received in MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Ninja Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly from the responses collected via Ninja Forms.
How it works
- The flow triggers when a new form entry is added in Ninja Forms.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Paperform
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Insightly the form responses received in Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by PlanSo Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Insightly from the responses collected via PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Ultimate Member
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly from the responses collected via Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via weForms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly the form responses received in weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through WPForms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly the form responses received in WPForms.
How it works
- The flow triggers when a new form entry is made in WPForms.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on WS Form
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Insightly using the form responses obtained from WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Wufoo
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Insightly the form responses received in Wufoo.
How it works
- The flow triggers when a new entry is created in Wufoo.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by Zoho Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Insightly from the responses collected via Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Insightly.
Send a welcome email in GatewayAPI when a new contact is created in Insightly
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in GatewayAPI whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
Dispatch a welcome message in CloudTalk for newly created contacts in Insightly
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in CloudTalk when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message in CloudTalk.
Send a greeting email in Cequens for a newly added contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from Cequens each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message to the specified recipients in Cequens.
Dispatch a welcome message in Picky Assist for newly created contacts in Insightly
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Picky Assist whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Dispatch a welcome message in BulkSMS for newly created contacts in Insightly
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in BulkSMS whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new message to one or more specified recipients in BulkSMS .
Dispatch a welcome message in MessageMedia for newly created contacts in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from MessageMedia each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new message to the specified mobile number in MessageMedia.
Dispatch a welcome message in FireText for newly created contacts in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from FireText each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message in FireText.
Send a welcome email in BulkGate for a recently created contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in BulkGate whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends SMS message to the specified phone number in BulkGate.
Dispatch a welcome message in SMSGatewayCenter for newly created contacts in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will trigger a welcome email in SMSGatewayCenter whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends SMS messages to single or batch recipients in SMSGatewayCenter.
Send a welcome email in Clickatell when a new contact is created in Insightly
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in Clickatell when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new SMS in Clickatell.
Send a welcome email in ClickSend for a recently created contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This workflow ensures that a welcome email is sent in ClickSend whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new SMS in ClickSend.
Send a greeting email in RingCentral for a newly added contact in Insightly
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in RingCentral whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new SMS to the specified phone number in RingCentral.
Send a welcome email in ClockworkSMS for a recently created contact in Insightly
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in ClockworkSMS whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new text message in ClockworkSMS.
Send a greeting email in EZ Texting for a newly added contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from EZ Texting each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new text message in EZ Texting.
Send a welcome email in Vonage SMS for a recently created contact in Insightly
Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in Vonage SMS whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a text message in Vonage SMS.
Send a welcome email in allmysms for a recently created contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email in allmysms when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a text message to the specified numbers in allmysms.
Send a welcome email in Textlocal.in for a recently created contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in Textlocal.in when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a text message to the specified numbers in Textlocal.in.
Send a greeting email in Sendmode for a newly added contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from Sendmode each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a text message to the specified phone number in Sendmode.
Dispatch a welcome message in Nexmo for newly created contacts in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email in Nexmo when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS in Nexmo.
Send a welcome email in Octopush for a recently created contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from Octopush each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS in Octopush.
Send a welcome email in SMS Alert for a recently created contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This workflow ensures that a welcome email is sent in SMS Alert whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS in SMS Alert.
Send a greeting email in Spot Hit for a newly added contact in Insightly
Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in Spot Hit whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS in Spot Hit.
Dispatch a welcome message in MessageBird for newly created contacts in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email in MessageBird when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message in MessageBird.
Dispatch a welcome message in Messente for newly created contacts in Insightly
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in Messente whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message in Messente.
Send a welcome email in Telnyx when a new contact is created in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in Telnyx when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message to a phone number in Telnyx.
Send a greeting email in sms77 for a newly added contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from sms77 each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS the specified phone numbers in sms77.
Send a welcome email in SMSFactor when a new contact is created in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from SMSFactor each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS to only one recipient in SMSFactor.
Send a welcome email in SpringEdge for a recently created contact in Insightly
Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in SpringEdge whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Send a welcome email in D7 SMS when a new contact is created in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from D7 SMS each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS to the specified recipients in D7 SMS.
Send a greeting email in Twilio for a newly added contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email in Twilio when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a WhatsApp or SMS message to the listed numbers in Twilio.
Send a welcome email in SignalWire for a recently created contact in Insightly
Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in SignalWire whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a text message in SignalWire.
Create a contact in SMSFactor each time a contact is created in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a contact in SMSFactor every time a contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a contact to an existing list in SMSFactor.
Add a new contact in Textlocal.in when a new contact is added in Insightly
Keep your SMS service's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in Textlocal.in whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a contact to the selected group in Textlocal.in.
Create a new contact in FireText when a new contact is created in Insightly
Keep your SMS marketing tool's contact information updated for smooth and efficient customer interactions. This flow will create a contact in FireText every time a contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in FireText.
Add a new contact in Spot Hit when a new contact is added in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Spot Hit for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Spot Hit.
Create a contact in ActiveDEMAND each time a contact is created in Insightly
Keep your marketing platform's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in ActiveDEMAND for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a contact to the selected contact list in ActiveDEMAND.
Create a contact in Aircall each time a contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Aircall whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Aircall.
Add a new contact in SMS Alert when a new contact is added in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in SMS Alert for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a contact in the specified group in SMS Alert.
Set up a new contact in ClickSend when a contact is created in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a contact in ClickSend every time a contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in ClickSend.
Create a new contact in CloudTalk when a new contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will add a new contact in CloudTalk for every new contact created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in CloudTalk.
Add a new contact in EZ Texting when a new contact is added in Insightly
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in EZ Texting whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in EZ Texting.
Add a new contact in MessageBird when a new contact is added in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in MessageBird for every new contact created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in MessageBird.
Set up a new contact in RingCentral when a contact is created in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in RingCentral whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in RingCentral.
Create a contact in Ringover each time a contact is created in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in Ringover for every new contact created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Ringover.
Create a new contact in sms77 when a new contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in sms77 whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in sms77.
Create a contact in Toky each time a contact is created in Insightly
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Toky whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Toky phone directory in Toky.
Add a new contact in Yournotify when a new contact is added in Insightly
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Yournotify for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact or updates the details of an existing contact in Yournotify.
Add a new contact in Myphoner when a new contact is added in Insightly
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Myphoner for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new lead in Myphoner.
Create a contact in CallHub each time a contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CallHub for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in CallHub.
Create a new contact in Sendmode when a new contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Sendmode for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new customer or updates the details of an existing customer in Sendmode.
Create a lead in Insightly for every new chat session in Chaport
Instantly capture new lead data in real-time. This flow will set up a new lead in Insightly for each new live chat session in Chaport.
How it works
- The flow triggers when a new chat is started in Chaport.
- Zoho Flow creates a new lead in Insightly.
Create a lead entry in Insightly for each new chat session initiated in GoSquared
Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will add a new lead in Insightly each time a new live chat session occurs in GoSquared.
How it works
- The flow triggers when a new live chat message is received in GoSquared.
- Zoho Flow creates a new lead in Insightly.
Generate a lead in Insightly whenever a new chat session starts in LiveChat
Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will add a new lead in Insightly each time a new live chat session occurs in LiveChat.
How it works
- The flow triggers when a new chat is created in LiveChat.
- Zoho Flow creates a new lead in Insightly.
Set up tasks in Insightly when new tasks are initiated in Agiled
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Insightly each time a new task is created in Agiled.
How it works
- The flow triggers when a new task is created in Agiled.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly each time a new task is created in Bigin by Zoho CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Insightly each time a new task is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Insightly.
Set up a new task in Insightly whenever a new task is initiated in Capsule CRM
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 Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly each time a new task is created in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Insightly when a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Insightly.
Create tasks in Insightly as tasks are initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Insightly each time a new task is created in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Insightly.
Set up a new task in Insightly whenever a new task is initiated in Firmao
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Firmao.
How it works
- The flow triggers when a new task is created in Firmao.
- Zoho Flow creates a new task in Insightly.
Set up tasks in Insightly when new tasks are initiated in Gro CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Insightly whenever a new task is initiated in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in Insightly.
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 a new task in Insightly whenever a new task is initiated in HubSpot CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Insightly when a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in Insightly.
Create a new task in LiquidPlanner each time a new task is created in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in LiquidPlanner 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 LiquidPlanner.
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 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
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Breeze.
Set up a new task in Trigger whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Trigger when 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 the selected project in Trigger.
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 tasks in Aero Workflow as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Aero Workflow 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 Aero Workflow.
Create tasks in Agiled as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Agiled 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 Agiled.
Create tasks in Apptio Targetprocess as tasks are initiated in Insightly
Insightly + Apptio Targetprocess
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Apptio Targetprocess.
Set up tasks in Clinked when new tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Clinked 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 Clinked.
Set up tasks in Easy Redmine when new tasks are initiated in Insightly
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Easy Redmine 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 Easy Redmine.
Create tasks in Insightful as tasks are initiated in Insightly
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Insightful 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 Insightful.
Set up tasks in JobNimbus when new 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 JobNimbus whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in JobNimbus.
Set up tasks in Motion when new 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 Motion whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Motion.
Create a new task in Productive each time a new task is created in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Productive 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 Productive.
Create tasks in Roll as tasks are initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Roll whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Roll.
Set up a new task in Runrun.it whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Runrun.it whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Runrun.it.
Create a new task in Sprintly each time a new task is created in Insightly
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Sprintly whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Sprintly.
Create a new task in Tallyfy each time a new task is created in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Tallyfy 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 Tallyfy.
Set up a new task in TeamGrid whenever a new task is initiated in Insightly
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in TeamGrid 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 TeamGrid.
Set up a new task in TeamWave whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in TeamWave when 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 TeamWave.
Set up a new task in Tick whenever a new task is initiated in Insightly
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Tick 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 Tick.
Set up tasks in Yanado when new tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Yanado 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 Yanado.
Set up a new task in Zoho Projects whenever a new task is initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Zoho Projects 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 Zoho Projects.
Set up a new task in Favro whenever a new task is initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Favro 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 a card in Favro.
Set up a new task in Freedcamp whenever a new task is initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Freedcamp 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 the selected task list in Freedcamp.
Create tasks in Teamwork Projects as tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Teamwork Projects 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 the selected task list in Teamwork Projects.
Create a new task in Workstack each time a new task is created in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Workstack 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 the selected todo in Workstack.
Set up a new task in Yodiz whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Yodiz whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Create a new task in Flow each time a new task is created in Insightly
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Flow whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected workspace in Flow.
Set up tasks in ClickUp when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up tasks in DoneDone when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in DoneDone whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a task in the selected project in DoneDone.
Create tasks in Paymo as tasks are initiated in Insightly
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Paymo whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Paymo.
Create tasks in Toggl Track 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 Toggl Track whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected project in Toggl Track.
Set up tasks in Wrike when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Wrike 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 under the selected folder or project in Wrike.
Set up a new task in Insightly whenever a new task is initiated in Kylas
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in Insightly.
Set up tasks in Insightly when new tasks are initiated in Salesflare
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightly when a new task is created in Salesflare.
How it works
- The flow triggers when a new task is created in Salesflare.
- Zoho Flow creates a new task in Insightly.
Create tasks in Insightly as tasks are initiated in Streak
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in Insightly.
Create tasks in Insightly as tasks are initiated in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Insightly.
Create a task in actiTIME each time a new task is initiated in Insightly
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in actiTIME each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in actiTIME.
Create a task in Agiled as soon as a task is created in Insightly
Track the time spent on each task by creating a record in your business management platform. This flow will create a task in Agiled upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Agiled.
Create a task in BigTime as soon as a task is created in Insightly
Track the time spent on each task by creating a record in your time and billing software. This flow will create a task in BigTime each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in BigTime.
Create a task in Harvest upon the addition of a task in Insightly
Efficiently manage deadlines by logging all tasks in your time tracking application. This flow will create a task in Harvest each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Harvest.
Create a task in Intervals upon the addition of a task in Insightly
Track the time spent on each task by creating a record in your time tracking software. This flow will create a task in Intervals each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Intervals.
Create a task in Roll each time a new task is initiated in Insightly
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Roll each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Roll.
Create a task in Tick as soon as a task is created in Insightly
Eliminate redundant work and streamline task management by creating a record in the project management software. This flow will create a task in Tick each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Tick.
Set up a task in Timing every time a task is added in Insightly
Eliminate redundant work and streamline task management by creating a record in the time tracking application. This flow will create a task in Timing upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Timing.
Set up a task in WebWork every time a task is added in Insightly
Efficiently manage deadlines by logging all tasks in your time tracking software. This flow will create a task in WebWork upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in WebWork.
Create a task in Worksnaps as soon as a task is created in Insightly
Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Worksnaps.
Create a task in Clockify upon the addition of a task in Insightly
Track the time spent on each task by creating a record in your time tracking app. This flow will create a task in Clockify each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected project in Clockify.
Set up a task in Everhour every time a task is added in Insightly
Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will create a task in Everhour each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected project in Everhour.
Create a task in TimeCamp upon the addition of a task in Insightly
Eliminate redundant work and streamline task management by creating a record in the time management tool. This flow will create a task in TimeCamp as soon as a 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 the selected project in TimeCamp.
Create a task in Hubstaff upon the addition of a task in Insightly
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Hubstaff upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new to-do task for an existing project in Hubstaff.
Create a task in TMetric each time a new task is initiated in Insightly
Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will set up a task in TMetric every time a task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a task in the selected project in TMetric.
Set up a task in Toggl Track every time a task is added in Insightly
Track the time spent on each task by creating a record in your time tracking application. This flow will set up a task in Toggl Track every time a 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 the selected project in Toggl Track.
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 Agiled
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 Agiled.
How it works
- The flow triggers when a new task is created in Agiled.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Apptio Targetprocess
Apptio Targetprocess + Insightly
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in Apptio Targetprocess.
How it works
- The flow triggers when a new task is created in Apptio Targetprocess.
- Zoho Flow creates a new event in Insightly.
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
- The flow triggers when a new task is created in Breeze.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in ClickUp
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in ClickUp.
How it works
- The flow triggers when a new task is created in ClickUp.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in DoneDone
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created DoneDone.
How it works
- The flow triggers when a new task is created in the selected project in DoneDone.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Easy Redmine
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly once a task is created in Easy Redmine.
How it works
- The flow triggers when a new task is created in the selected project in Easy Redmine.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Favro
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a new task is set up in Favro.
How it works
- The flow triggers when a new task is created in a card in Favro.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Flow
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Flow.
How it works
- The flow triggers when a new task is created in Flow.
- Zoho Flow creates a new event in Insightly.
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.
Create an event in Insightly when a new task is set up in FreeAgent
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 FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Freedcamp
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a new task is set up in Freedcamp.
How it works
- The flow triggers when a new task is created in Freedcamp.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Google Tasks
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly once a task is created in Google Tasks.
How it works
- The flow triggers when a new task is created in the selected task list in Google Tasks.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Harvest
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a new task is set up in Harvest.
How it works
- The flow triggers when a new task is created in Harvest.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Insightful
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Insightful.
How it works
- The flow triggers when a new task is created in Insightful.
- Zoho Flow creates a new event in Insightly.
Initiate an event in LiquidPlanner when a task is created in Insightly
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in LiquidPlanner when a new task is set up in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a full day event in LiquidPlanner.
Initiate an event in Clinked when a task is created in Insightly
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Clinked when a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Clinked.
Create an event in Google Calendar when a new task is set up in Insightly
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Google Calendar once a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Google Calendar.
Create an event in Teamup Calendar once a task is created in Insightly
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Teamup Calendar when a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Teamup Calendar.
Create an event in TeamWave when a new task is set up in Insightly
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in TeamWave when a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in TeamWave.
Create an event in Zoho Projects once a task is created in Insightly
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Zoho Projects once a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Zoho Projects.
Create an event in Office 365 when a new task is set up in Insightly
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will initiate an event in Office 365 when a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in the selected calendar in Office 365.
Create an event in Zoho Calendar once a task is created in Insightly
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Zoho Calendar when a new task is set up in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in the selected calendar in Zoho Calendar.
Create an event in Zoho BugTracker when a new task is set up in Insightly
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Zoho BugTracker when a task is created Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in the selected project in Zoho BugTracker.
Initiate an event in Insightly when a task is created in JobNimbus
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in JobNimbus.
How it works
- The flow triggers when a new task is created in JobNimbus.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Microsoft To-Do
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Microsoft To-Do.
How it works
- The flow triggers when a new task is created in Microsoft To-Do.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Paymo
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Paymo.
How it works
- The flow triggers when a new task is created in Paymo.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Printavo
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 Printavo.
How it works
- The flow triggers when a new task is created in Printavo.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Productive
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a new task is set up in Productive.
How it works
- The flow triggers when a new task is created in Productive.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Roll
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Roll.
How it works
- The flow triggers when a new task is created in Roll.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Ronin
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly once a task is created in Ronin.
How it works
- The flow triggers when a new task is added in Ronin.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Runrun.it
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created Runrun.it.
How it works
- The flow triggers when a new task is created in Runrun.it.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in sevDesk
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a new task is set up in sevDesk.
How it works
- The flow triggers when a new task is created in sevDesk.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Streak
Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in TeamGrid
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in TeamGrid.
How it works
- The flow triggers when a task is created in TeamGrid.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Teamwork Projects
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a new task is set up in Teamwork Projects.
How it works
- The flow triggers when a new task is created in the selected project in Teamwork Projects.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Tick
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a new task is set up in Tick.
How it works
- The flow triggers when a new task is created in Tick.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Toggl Track
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 Toggl Track.
How it works
- The flow triggers when a new task is created in the selected workspace in Toggl Track.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Trigger
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a new task is set up in Trigger.
How it works
- The flow triggers when a new task is created in the selected project in Trigger.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Workast
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a task is created Workast.
How it works
- The flow triggers when a new task is created in a space in Workast.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Workstack
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in Workstack.
How it works
- The flow triggers when a new task is created for the selected user in Workstack.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Wrike
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a new task is set up in Wrike.
How it works
- The flow triggers when a new task is created in Wrike.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Yanado
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 Yanado.
How it works
- The flow triggers when a new task is created in Yanado.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Yodiz
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a task is created Yodiz.
How it works
- The flow triggers when a new task is created in a user story in Yodiz.
- Zoho Flow creates a new event in Insightly.
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
- The flow triggers when a new task is created in Zoho Connect.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Zoho Desk
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Zoho Desk.
How it works
- The flow triggers when a new task is created in the selected portal in Zoho Desk.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Zoho Projects
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Zoho Projects.
How it works
- The flow triggers when a new task is created in the selected portal in Zoho Projects.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Zoho Sprints
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Zoho Sprints.
How it works
- The flow triggers when a new task is created in Zoho Sprints.
- Zoho Flow creates a new event in Insightly.
Initiate a new task in Insightly whenever an order is created in BigCommerce
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Insightly each time a new order is made in BigCommerce.
How it works
- The flow triggers when a new order is created in BigCommerce.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Billbee
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Cartloom
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in CartRover
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightly each time a new order is made in CartRover.
How it works
- The flow triggers when a new order is created in CartRover.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in CloudCart
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in CloudCart.
How it works
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Eventix
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Eventix.
How it works
- The flow triggers when a new order is created in Eventix.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Humanitix
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightly when a order is created in Humanitix.
How it works
- The flow triggers when a new order is made in one of your events in Humanitix.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Katana
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in Maropost Commerce Cloud (formerly Neto)
Maropost Commerce Cloud (formerly Neto) + Insightly
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in Maropost Commerce Cloud (formerly Neto).
How it works
- The flow triggers when a new paid order is created in Maropost Commerce Cloud (formerly Neto).
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in ModWebs
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in ModWebs.
How it works
- The flow triggers when a new order is created in ModWebs.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Mollie
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Insightly whenever an order is created in Mollie.
How it works
- The flow triggers when a new order is created in Mollie.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Omnisend
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Omnisend.
How it works
- The flow triggers when a new order is created in Omnisend.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Order Desk
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightly whenever a new order is placed in Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Printify
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Insightly whenever an order is created in Printify.
How it works
- The flow triggers when a new order is created in Printify.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Qoyod
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightly each time a new order is made in Qoyod.
How it works
- The flow triggers when a new purchase order is added in Qoyod.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Insightly whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Saleor
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Saleor.
How it works
- The flow triggers when an order is confirmed in Saleor.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Sellbrite
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Sellbrite.
How it works
- The flow triggers when a new order is created in Sellbrite.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in sevDesk
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Insightly each time a new order is made in sevDesk.
How it works
- The flow triggers when a new invoice is received in sevDesk.
- Zoho Flow creates a new task in Insightly.
Build your own Insightly integrations
Connect 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
Build your Insightly workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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 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.
Similar apps
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 >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
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
