Integrate Insightly with Zoho Projects
Send information between Insightly and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Zoho Projects whenever a new task is initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Zoho Projects 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 in Zoho Projects.
Set up a new task in Zoho Projects whenever a new task is initiated in Insightly
Insightly + Zoho Projects
Create an event in Zoho Projects once a task is created in Insightly
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Zoho Projects once a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Zoho Projects.
Create an event in Zoho Projects once a task is created in Insightly
Insightly + Zoho Projects
Create an event in Insightly when a task is created Zoho Projects
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Zoho Projects.
How it works
- The flow triggers when a new task is created in the selected portal in Zoho Projects.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Zoho Projects
Zoho Projects + Insightly
Initiate a new project in Zoho Projects when a new project is established in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Zoho Projects when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Zoho Projects.
Initiate a new project in Zoho Projects when a new project is established in Insightly
Insightly + Zoho Projects
Build your own integrations between Insightly and Zoho Projects
Connect Insightly and Zoho Projects 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 Zoho Projects 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
Task completed
Triggers when a task is completed in the selected portal
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Task created in project
Triggers when a new task is created in the selected project
Event created
Triggers when a new event is created
Task created
Triggers when a new task is created in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Project created
Triggers when a new project is created
Task list completed
Triggers when a task list is marked as completed
Project updated
Triggers when the details of an existing project are updated
Bug submitted
Triggers when a new bug/issue is submitted
Milestone completed
Triggers when a milestone is marked as completed
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Milestone created
Triggers when a new milestone is created
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task list created
Triggers when a new task list is created
Comment added
Triggers when a new comment is added to the selected task
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 time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Add user to project
Adds a user to the selected project
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Create issue time log
Creates a time log for the selected issue
Add comment to bug
Adds a new comment to the selected bug
Add followers to task
Adds the specified users as followers to an existing task
Create comment in project
Creates a new comment in the selected project
Submit bug
Submits a new bug/issue
Create project
Creates a new project
Associate project with a team
Associates a project with the selected team
Create milestone
Creates a new milestone
Add client company
Creates a new client company
Create task list
Creates a new task list
Create event
Creates a new event
Update task list
Updates the details of a task list using its ID
Update client company
Updates the details of an existing client company
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the task or subtask details for the specified ID
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Complete milestone
Completes an existing milestone
Update general time log
Updates the details of an existing general time log
Update task time log
Updates the details of an existing task time log
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task status
Fetches the status of an existing task by task name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch task
Fetches the details of an existing task by name
Fetch task list
Fetches the details of an existing task list by name
Fetch project status
Fetches the status of a project by name
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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 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
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
