Integrate ClickUp with Insightly

Send information between ClickUp and Insightly automatically, without writing any code, using Zoho Flow.

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Set up tasks in ClickUp when new tasks are initiated in Insightly

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Set up tasks in ClickUp when new tasks are initiated in Insightly

Insightly + ClickUp

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Create an event in Insightly once a task is created in ClickUp

Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Insightly when a task is created in ClickUp.

How it works
  1. The flow triggers when a new task is created in ClickUp.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly once a task is created in ClickUp

ClickUp + Insightly

Build your own integrations between ClickUp and Insightly

Connect ClickUp and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ClickUp and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task moved

Triggers when a task is moved in the selected space

Task updated

Triggers when any detail of a task in the selected space is updated

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Task status updated

Triggers when the status of a task in the selected space is updated

Folder updated

Triggers when any detail of an existing folder is updated

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

All Actions - Actions are the automated tasks

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Create list

Creates a new list

Update list

Updates the details of the specified list

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Fetch task

Fetches the details of an existing task by ID and custom fields

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

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.

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 >

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CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

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

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