Integrate Insightly with Easybill
Send information between Insightly and Easybill automatically, without writing any code, using Zoho Flow.
Build your own integrations between Insightly and Easybill
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Supported triggers and actions
Integrate Insightly and Easybill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Task
Triggers when a new task is created
New customer
Triggers when a new customer is created
New contact
Triggers when a new contact is created
New document
Triggers when a new document is created
Updated customer
Triggers when the details of an existing customer are updated
Updated contact
Triggers when the details of an existing contact are updated
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
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 document
Creates a new document
Create contact
Creates a new contact
Create customer
Creates a new customer
Update contact
Updates the details of an existing contact
Fetch customer
Fetches the details of an existing customer by email address, company name, or last name
Fetch contact
Fetches the details of an existing contact for a customer by first name, last name, or email address
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 Easybill?
EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.
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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
