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
  1. The flow triggers when a new task is created in Zoho Connect.
  2. Zoho Flow creates a new event in Insightly.
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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.

Team Collaboration Zoho

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.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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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

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Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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