Integrate Insightly with Wrike
Send information between Insightly and Wrike automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Wrike when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Wrike each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task under the selected folder or project in Wrike.
Set up tasks in Wrike when new tasks are initiated in Insightly
Insightly + Wrike
Create an event in Insightly when a task is created Wrike
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a new task is set up in Wrike.
How it works
- The flow triggers when a new task is created in Wrike.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Wrike
Wrike + Insightly
Initiate a new project in Wrike when a new project is established in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management tool from relationship management software. This flow will generate a new project in Wrike whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project under the selected folder in Wrike.
Initiate a new project in Wrike when a new project is established in Insightly
Insightly + Wrike
Build your own integrations between Insightly and Wrike
Connect Insightly and Wrike 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 Wrike 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 status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Comment added for task
Triggers when a new comment is added for a task
Folder or project created
Triggers when a new folder or project is created
Task status updated
Triggers when the status of a task is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task event occurred
Triggers when an event has occurred in a task
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Task created
Triggers when a new task 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 project
Creates a new project under the selected folder
Create task
Creates a new task under the selected folder or project
Create folder
Creates a new folder under the selected parent folder
Add comment to task
Adds a comment to the specified task
Add comment to folder or project
Adds a comment to the selected folder or project
Create time log entry
Creates a new time log entry for the specified task
Fetch user
Fetches the details of an existing user
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or 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.
Similar apps
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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 >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
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
