Integrate Trigger with Insightly
Send information between Trigger and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Trigger whenever a new task is initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Trigger 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 the selected project in Trigger.
Set up a new task in Trigger whenever a new task is initiated in Insightly
Insightly + Trigger
Create an event in Insightly when a task is created Trigger
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 Trigger.
How it works
- The flow triggers when a new task is created in the selected project in Trigger.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Trigger
Trigger + Insightly
Set up a new project in Trigger each time a new project is initiated in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will start a new project in Trigger 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 Trigger.
Set up a new project in Trigger each time a new project is initiated in Insightly
Insightly + Trigger
Build your own integrations between Trigger and Insightly
Connect Trigger and Insightly 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 Trigger and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New project
Triggers when a new project is created
New company
Triggers when a new company is created
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
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Create a new task in the selected project
Create company
Creates a new company
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
What is Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
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
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
