Integrate Qwilr with Insightly
Send information between Qwilr and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Insightly whenever a new project is launched in Qwilr
Reduce discrepancies between proposals & invoices app and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Qwilr.
How it works
- The flow triggers when a new project is created in Qwilr.
- Zoho Flow creates a new project in Insightly.
Start a new project in Insightly whenever a new project is launched in Qwilr
Qwilr + Insightly
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Supported triggers and actions
Integrate Qwilr and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Project accepted
Triggers when a project is accepted
Project viewed
Triggers when a project is viewed for the first time
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
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
What is Qwilr?
Qwilr helps you create proposals, quotes, sales, and marketing documents as responsive webpages. You can share documents online, let your clients interact with them, and also get insights on responses.
Similar apps
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
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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CEO, OpIndia
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
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Technical and Operations Head, TruAct
