Integrate Insightly with Office 365

Send information between Insightly and Office 365 automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Schedule a new event in Office 365 each time a new task is created in Insightly

Achieve your deadlines efficiently by setting up events for all your tasks. This flow will schedule an event in Office 365 for every new task created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new event in the selected calendar in Office 365.
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Schedule a new event in Office 365 each time a new task is created in Insightly

Insightly + Office 365

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Create an event in Office 365 when a new task is set up in Insightly

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will initiate an event in Office 365 when a task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new event in the selected calendar in Office 365.
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Create an event in Office 365 when a new task is set up in Insightly

Insightly + Office 365

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Generate a new contact in Office 365 each time a new contact is created in Insightly

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Office 365 each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Office 365.
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Generate a new contact in Office 365 each time a new contact is created in Insightly

Insightly + Office 365

Build your own integrations between Insightly and Office 365

Connect Insightly and Office 365 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 Office 365 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

Event updated

Triggers when any detail of an existing event is updated

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

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 contact

Creates a new contact

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create event

Creates a new event in the selected calendar

Update event

Updates the details of an existing event by ID

Update user

Updates the details of a user by ID

Update contact

Updates the details of an existing contact by ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch user

Fetches the details of a user by display name

Invite user

Invites the specified user to your group

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by name

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 Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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