Integrate Zoho Connect with Insightly
Send information between Zoho Connect and Insightly automatically, without writing any code, using Zoho Flow.
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Initiate an event in Insightly when a task is created in Zoho Connect
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Zoho Connect.
How it works
- The flow triggers when a new task is created in Zoho Connect.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Zoho Connect
Zoho Connect + Insightly
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Supported triggers and actions
Integrate Zoho Connect and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Announcement updated
Triggers when the details of an existing announcement is updated
Task updated
Triggers when the details of an existing task is updated
Forum updated
Triggers when an existing forum post is updated
Poll created
Triggers when a new poll is created
Task unassigned
Triggers when a task is unassigned
Task open
Triggers when a task status is marked as open
Member added in group
Triggers when a member added to group
Board created
Triggers when a new board is created
Task status changed
Triggers when the status of an existing task is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Group created
Triggers when a new group is created
Member removed from board
Triggers when a member is removed from a board
Task assigned
Triggers when a task is assigned
Event created
Triggers when a new event is created
Status created
Triggers when a new conversation is posted
Announcement created
Triggers when a new announcement is created
New task created
Triggers when a new task is created
Event updated
Triggers when the details of an existing event is updated
Task reminder
Triggers when a task is created with a reminder
Member added in network
Triggers when a new member added to the selected network
Member removed from network
Triggers when a new member is removed from the selected network
Member added in board
Triggers when a member is added to a board
Forum created
Triggers when a new forum is created
Event invited
Triggers when an invitee is added to an event
Question created
Triggers when a new questions is created
Announcement comment created
Triggers when a new comment is created in announcements
Task completed
Triggers when a task is completed in selected board
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 board from board template
Creates a new board from an existing saved template
Add comment in post
Adds a comment in the specified post
Create checklist
Creates a checklist for the specified task
Create forum post
Creates a new forum post
Invite user
Invites a user to the selected network
Create private event
Creates a new private event
Create task in section
Creates a new task in the selected section
Add member to group
Adds a member to the selected group
Add member to board
Adds a member to the selected board
Create group
Creates a new group in the selected network
Add comment in task
Adds a comment in the specified task
Create private task
Creates a new private task
Create group event
Creates a new group event
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Unarchive group
Unarchives the selected group
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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.
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