Integrate Insightly with Frame.io

Send information between Insightly and Frame.io automatically, without writing any code, using Zoho Flow.

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Create a new project in Frame.io whenever a new project is created in Insightly

Reduce discrepancies between relationship management software and video review and collaboration platform by auto-syncing project details. This flow will initiate a new project in Frame.io when a new project is established in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Frame.io.
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Create a new project in Frame.io whenever a new project is created in Insightly

Insightly + Frame.io

Build your own integrations between Insightly and Frame.io

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Supported triggers and actions

Integrate Insightly and Frame.io 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 comment reply

Creates a reply for the specified comment

Create comment

Creates a comment for the specified asset

Create project

Creates a new project

Update project

Updates the details of an existing project

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.

What is Frame.io?

Frame.io is a video review and collaboration platform that provides fast reviewing, version management, advanced search filters and more.

Team Collaboration

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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