Integrate Zoho Connect with Insightly
Send information between Zoho Connect and Insightly automatically, without writing any code, using Zoho Flow.
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Initiate an event in Insightly when a task is created in Zoho Connect
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Zoho Connect.
How it works
- The flow triggers when a new task is created in Zoho Connect.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Zoho Connect
Zoho Connect + Insightly
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Supported triggers and actions
Integrate Zoho Connect and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task completed
Triggers when a task is completed in the selected board
New board
Triggers when a new board is created
Conversation posted
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Task status updated
Triggers when a task status is updated in the selected board
Announcement created
Triggers when a new announcement is created in the selected group
Poll started
Triggers when a new poll is started in the selected group
User name mentioned
Triggers when your user name is mentioned
Network member added
Triggers when a new member is added to the selected network
Task created
Triggers when a new task is created
Group member added
Triggers when a new member is added to the selected group
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
Add comment in task
Adds a comment in the specified task
Create task in section
Creates a new task in the selected section
Invite user
Invites a user to the selected network
Create private task
Creates a new private task
Add comment in post
Adds a comment in the specified post
Add member to group
Adds a member to the selected group
Create forum post
Creates a new forum post
Create checklist
Creates a checklist for the specified task
Create private event
Creates a new private event
Create conversation
Creates a new conversation in the selected group
Create group
Creates a new group in the selected network
Create board
Creates a new board
Create board from board template
Creates a new board from an existing saved template
Create group event
Creates a new group event
Add member to board
Adds a member to the selected board
Archive board
Archives the selected board
Unarchive board
Unarchives the selected board
Archive group
Archives the selected group
Archive task
Archives the selected task
Unarchive group
Unarchives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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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.
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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
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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