Integrate Insightly with Tick

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

Explore prebuilt integration flows to get started

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Set up a new task in Tick whenever a new task is initiated in Insightly

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Tick each time a new task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Tick.
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Set up a new task in Tick whenever a new task is initiated in Insightly

Insightly + Tick

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Create a task in Tick as soon as a task is created in Insightly

Eliminate redundant work and streamline task management by creating a record in the project management software. This flow will create a task in Tick each time 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 in Tick.
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Create a task in Tick as soon as a task is created in Insightly

Insightly + Tick

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Create an event in Insightly when a new task is set up in Tick

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly when a new task is set up in Tick.

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

Tick + Insightly

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Set up a new project in Tick each time a new project is initiated in Insightly

Reduce discrepancies between relationship management software and project management software by auto-syncing project details. This flow will set up a new project in Tick each time a new project is initiated in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Tick.
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Set up a new project in Tick each time a new project is initiated in Insightly

Insightly + Tick

Build your own integrations between Insightly and Tick

Connect Insightly and Tick 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 Tick 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

New task

Triggers when a new task is created

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created

New client

Triggers when a new client is added

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

Add client

Adds a new client

Create time entry

Creates a new time entry

Add user

Adds a new user

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.

What is Tick?

Tick is time-tracking software that lets you manage projects and budget. You can create recurring projects, bill clients, and track progress with powerful reports.

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 >

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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