Integrate Insightly with Shortcut
Send information between Insightly and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Shortcut each time a new project is initiated in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Shortcut.
Set up a new project in Shortcut each time a new project is initiated in Insightly
Insightly + Shortcut
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Supported triggers and actions
Integrate Insightly and Shortcut 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
Project created
Triggers when a new project is created
Comment added
Triggers when a new comment is added
Story created
Triggers when a new story is created in a project
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic 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
Creates a new comment in a selected story
Create milestone
Creates a new milestone
Create project
Creates a new project
Create team
Creates a new team
Create label
Creates a new label
Create story
Creates a new story in the selected project
Create epic
Creates a new epic
Create category
Creates a new category
Create iteration
Creates a new iteration
Update epic
Updates the details of an existing epic
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Update iteration
Update details of an existing iteration
Update label
Updates the details of an existing label
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using 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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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