Integrate Easybill with Insightly
Send information between Easybill and Insightly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Easybill and Insightly
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Supported triggers and actions
Integrate Easybill and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New customer
Triggers when a new customer is created
Updated contact
Triggers when the details of an existing contact are updated
Updated customer
Triggers when the details of an existing customer are updated
New document
Triggers when a new document is created
New contact
Triggers when a new contact is created
New Contact
Triggers when a new contact is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create contact
Creates a new contact
Create document
Creates a new document
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact for a customer by first name, last name, or email address
Fetch customer
Fetches the details of an existing customer by email address, company name, or last name
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Task
Creates a new task
What is Easybill?
EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.
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.
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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.
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Toto
Technical Engineer, Master Liveaboards
