Integrate Insightly with Breeze
Send information between Insightly and Breeze automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Breeze as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Breeze whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Breeze.
Create tasks in Breeze as tasks are initiated in Insightly
Insightly + Breeze
Create an event in Insightly when a task is created Breeze
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Breeze.
How it works
- The flow triggers when a new task is created in Breeze.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Breeze
Breeze + Insightly
Start a new project in Breeze whenever a new project is launched in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management application from relationship management software. This flow will start a new project in Breeze whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Breeze.
Start a new project in Breeze whenever a new project is launched in Insightly
Insightly + Breeze
Build your own integrations between Insightly and Breeze
Connect Insightly and Breeze 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 Insightly and Breeze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Task updated
Triggers when a task is updated
All Actions - Actions are the automated tasks
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
Create task
Creates a new task
Create to-do
Creates a new to-do in to-do list
Create to-do list
Creates a new to-do list for a task
Create project
Creates a new project
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
What is Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
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.
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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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
