Integrate Insightly with Jira Cloud

Send information between Insightly and Jira Cloud automatically, without writing any code, using Zoho Flow.

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Initiate a new project in Jira Cloud when a new project is established in Insightly

Reduce discrepancies between relationship management software and project management software by auto-syncing project details. This flow will initiate a new project in Jira Cloud 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 Jira Cloud.
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Initiate a new project in Jira Cloud when a new project is established in Insightly

Insightly + Jira Cloud

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Supported triggers and actions

Integrate Insightly and Jira Cloud 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

Work log updated

Triggers when the details of an existing work log are updated

Work log created

Triggers when a new work log created

Version created

Triggers when a new version is created for an existing project

Version released

Triggers when a version is released

Issue status updated

Triggers when the status of an issue is updated

Project created

Triggers when a new project is created

Comment created

Triggers when a new comment is created

Project updated

Triggers when the details of an existing project are updated

Issue created

Triggers when a new issue is created

Comment updated

Triggers when an existing comment is updated

Issue updated

Triggers when the details of an existing issue 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 comment

Creates a new comment for the specified issue

Create user

Creates a new user

Create issue

Creates a new issue in the selected project

Create project

Creates a new project

Update issue

Updates the details of the specified issue

Fetch user

Fetches the details of an existing user by email address

Fetch issue attribute

Fetches the attributes of an existing issue

Fetch project

Fetches the details of an existing project by project ID or key

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 Jira Cloud?

Jira Cloud is project management software for agile teams. With features such as backlog prioritization, issue tracking, and sprint planning, you can plan and execute your projects effectively.

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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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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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