Integrate Insightly with Podio
Send information between Insightly and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Podio as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Podio when a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Podio.
Create tasks in Podio as tasks are initiated in Insightly
Insightly + Podio
Create an event in Insightly when a task is created Podio
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Podio.
How it works
- The flow triggers when a new task is created in the selected workspace in Podio.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Podio
Podio + Insightly
Build your own integrations between Insightly and Podio
Connect Insightly and Podio 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 Podio 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
Update Item
Triggers when an existing item is updated
New Organization
Triggers when a new organization is created
New Item
Triggers when a new item is created
New Task
Triggers when a new task is created in the selected workspace
New Application
Triggers when a new app is created in the selected workspace
New Workspace
Triggers when a new workspace 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
Create Task
Creates a new task
Create Status
Creates a new status in the selected workspace
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 Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
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!
Josh Lucas
Head of Operations, AAA Band Rentals
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
