Integrate Insightly with Flow
Send information between Insightly and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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.
Create a new task in Flow each time a new task is created in Insightly
Insightly + Flow
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.
Create an event in Insightly when a new task is set up in Flow
Flow + Insightly
Build your own integrations between Insightly and Flow
Connect Insightly and Flow with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Flow 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
Team created
Triggers when a new team is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Task updated
Triggers when the selected task is updated
Project updated
Triggers when the details of an existing project are updated
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 in the selected workspace
Post comment
Posts a comment in the selected task
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
