Integrate Insightly with Breeze
Send information between Insightly and Breeze automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Breeze as tasks are initiated in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Breeze whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Breeze.
Create tasks in Breeze as tasks are initiated in Insightly
Insightly + Breeze
Create an event in Insightly when a task is created Breeze
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Insightly once a task is created in Breeze.
How it works
- The flow triggers when a new task is created in Breeze.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Breeze
Breeze + Insightly
Start a new project in Breeze whenever a new project is launched in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management application from relationship management software. This flow will start a new project in Breeze 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 Breeze.
Start a new project in Breeze whenever a new project is launched in Insightly
Insightly + Breeze
Build your own integrations between Insightly and Breeze
Connect Insightly and Breeze 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 Insightly and Breeze 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 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
Project created
Triggers when a new project is created
Task updated
Triggers when a task is updated
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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
Create to-do list
Creates a new to-do list for a task
Create project
Creates a new project
Create task
Creates a new task
Create to-do
Creates a new to-do in to-do list
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
What is Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
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 >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
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
Harnoor Abroll
Technical and Operations Head, TruAct
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
