Integrate Insightly with Wrike

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

Explore prebuilt integration flows to get started

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Set up tasks in Wrike when new tasks are initiated in Insightly

Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Wrike 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 under the selected folder or project in Wrike.
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Set up tasks in Wrike when new tasks are initiated in Insightly

Insightly + Wrike

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Create an event in Insightly when a task is created Wrike

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a new task is set up in Wrike.

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

Wrike + Insightly

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Initiate a new project in Wrike when a new project is established in Insightly

Enable seamless tracking and reporting by auto-creating projects in your project management tool from relationship management software. This flow will generate a new project in Wrike whenever a new project is created in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project under the selected folder in Wrike.
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Initiate a new project in Wrike when a new project is established in Insightly

Insightly + Wrike

Build your own integrations between Insightly and Wrike

Connect Insightly and Wrike 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 Wrike 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

Folder or project created

Triggers when a new folder or project is created

Task event occurred

Triggers when an event has occurred in a task

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Task status updated

Triggers when the status of a task is updated

Comment added for task

Triggers when a new comment is added for a task

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 to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Fetch user

Fetches the details of an existing user

Add comment to folder or project

Adds a comment to the selected folder or project

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or 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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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 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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