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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
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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.
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Set up tasks in Clinked when new tasks are initiated in Insightly
Insightly + Clinked
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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.
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Initiate an event in Clinked when a task is created in Insightly
Insightly + Clinked
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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
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New Project
Triggers when a new project is created
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New Task
Triggers when a new task is created
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New Lead
Triggers when a new lead is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
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Create Opportunity
Creates a new opportunity
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Create Event
Creates a new event
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Create Contact
Creates a new contact
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Create Task
Creates a new task
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Create Project
Creates a new project
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Create Lead
Creates a new lead
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Create Organization
Creates a new organization
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Create note
Creates a new note
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Create event
Creates a new event
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Create member
Creates a new member
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Create group
Creates a new group
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Create or update folder
Creates a new folder or updates an existing folder
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Create discussion
Creates a new discussion
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Create task
Creates a new task
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Duplicate a group
Duplicates an existing group
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Update member
Updates the details of the specified member
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Fetch member
Fetches the details of an existing member by username
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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.
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 >