Integrate Zoho Invoice with Insightly
Send information between Zoho Invoice 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 Zoho Invoice
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from invoicing software. This flow will initiate a new project in Insightly when a new project is established in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in Insightly.
Start a new project in Insightly whenever a new project is launched in Zoho Invoice
Zoho Invoice + Insightly
Generate a new contact in Zoho Invoice each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Zoho Invoice whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Zoho Invoice.
Generate a new contact in Zoho Invoice each time a new contact is created in Insightly
Insightly + Zoho Invoice
Build your own integrations between Zoho Invoice and Insightly
Connect Zoho Invoice and Insightly 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 Zoho Invoice and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Recurring expense created
Triggers when a new recurring expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Project updated
Triggers when any detail of an existing project is updated
Contact created
Triggers when a new contact is created
Payment received
Triggers when a new payment is received
Project created
Triggers when a new project is created
Item created
Triggers when a new item is created in the selected organization
Item updated
Triggers when any detail of an existing item is updated
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Estimate created
Triggers when a new estimate is created in the selected organization
Payment updated
Triggers when any detail of an existing payment is updated
Contact updated
Triggers when any detail of an existing contact is updated
Credit note created
Triggers when a new credit note is created
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 estimate
Creates a new estimate
Create invoice
Creates a new invoice
Stop timer
Stops the timer that is currently running
Send invoice
Sends an existing invoice to the specified recipients
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Create contact person
Creates a new contact person for the selected contact
Add address for customer
Adds address details for an existing customer
Create task
Creates a new task in the specified project
Request payment information
Sends a payment information request to the specified email address
Record payment
Records a payment for an existing invoice
Send retainer invoice
Sends a retainer invoice to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create timesheet
Creates a new timesheet entry
Create item
Creates a new item
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Create project
Creates a new project
Update project
Updates the details of an existing project
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Create payment link
Creates a payment link
Update invoice status
Updates the status of an existing invoice
Update payment link
Updates the details of an existing payment link
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by ID
Fetches the details of an existing item by ID
Fetch project
Fetches the details of an existing project by ID
Fetch item by name
Fetches the details of an existing item by name
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch task
Fetches the details of an existing task by ID
Fetch estimate
Fetches the details of an existing invoice
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch contact by email
Fetches the details of an existing contact by email
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch contact by ID
Fetches the details of an existing contact by ID
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 Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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!
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Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
