Integrate Insightly with Aero Workflow
Send information between Insightly and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 Aero Workflow as tasks are initiated in Insightly
Insightly + Aero Workflow
Build your own integrations between Insightly and Aero Workflow
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Supported triggers and actions
Integrate Insightly and Aero Workflow 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
Contact created
Triggers when a new contact 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
Create task
Creates a new task
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create email
Creates a new email
Fetch contact
Fetches details of an existing contact by ID
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
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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