Integrate Insightly with Clinked
Send information between Insightly and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 Clinked when new tasks are initiated in Insightly
Insightly + Clinked
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.
Initiate an event in Clinked when a task is created in Insightly
Insightly + Clinked
Build your own integrations between Insightly and Clinked
Connect Insightly and Clinked with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Clinked 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
Create note
Creates a new note
Create event
Creates a new event
Create member
Creates a new member
Create group
Creates a new group
Create or update folder
Creates a new folder or updates an existing folder
Create discussion
Creates a new discussion
Create task
Creates a new task
Duplicate a group
Duplicates an existing group
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group 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 Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
