

Integrate Flowlu with Insightly
Send information between Flowlu and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in Insightly each time a new task is created in Flowlu
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Insightly each time a new task is created in Flowlu.
How it works
- The flow triggers when a new task is created in Flowlu.
- Zoho Flow creates a new task in Insightly.


Create a new task in Insightly each time a new task is created in Flowlu
Flowlu + Insightly


Create an event in Insightly once a task is created in Flowlu
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Flowlu.
How it works
- The flow triggers when a new task is created in Flowlu.
- Zoho Flow creates a new event in Insightly.


Create an event in Insightly once a task is created in Flowlu
Flowlu + Insightly


Start a new project in Insightly whenever a new project is launched in Flowlu
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from business management suite. This flow will initiate a new project in Insightly when a new project is established in Flowlu.
How it works
- The flow triggers when a new project is created in Flowlu.
- Zoho Flow creates a new project in Insightly.


Start a new project in Insightly whenever a new project is launched in Flowlu
Flowlu + Insightly

Build your own integrations between Flowlu and Insightly
Connect Flowlu 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 Flowlu and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Account created
Triggers when a new account is created

Issue created
Triggers when a new issue is created

Sales opportunity created
Triggers when a new sales opportunity is created

Task created
Triggers when a new task is created

Project created
Triggers when a new project is created

Invoice paid
Triggers when an invoice payment is made

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 Organization
Triggers when a new organization is created

New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create account
Creates a new account

Create task
Creates a new task

Create sales opportunity
Creates a new sales opportunity

Create project
Creates a new project

Create invoice
Creates a new invoice

Update sales opportunity
Updates the details of an existing sales opportunity

Update project
Updates the details of an existing project

Update account
Updates the details of an existing account

Update task
Updates the details of an existing task

Fetch account
Fetches the details of an existing account by account ID

Fetch project
Fetches the details of an existing project by project ID

Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID

Fetch task
Fetches the details of an existing task by task ID

Create Project
Creates a new project

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Task
Creates a new task

Create Organization
Creates a new organization

Create Opportunity
Creates a new opportunity
What is Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
Similar apps
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
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