Integrate Insightly with ClickUp
Send information between Insightly and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task under the selected list in ClickUp.
Set up tasks in ClickUp when new tasks are initiated in Insightly
Insightly + ClickUp
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
- The flow triggers when a new task is created in ClickUp.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in ClickUp
ClickUp + Insightly
Build your own integrations between Insightly and ClickUp
Connect Insightly and ClickUp with over 800+ 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 ClickUp 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
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
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
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
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 ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
Siddharth Ahuja
CEO, Fabricroot
