Integrate Insightly with Motion

Send information between Insightly and Motion automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Set up tasks in Motion when new 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 Motion whenever a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Motion.
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Set up tasks in Motion when new tasks are initiated in Insightly

Insightly + Motion

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Initiate a new project in Motion when a new project is established in Insightly

Reduce discrepancies between relationship management software and AI tool by auto-syncing project details. This flow will initiate a new project in Motion when a new project is established in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Motion.
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Initiate a new project in Motion when a new project is established in Insightly

Insightly + Motion

Build your own integrations between Insightly and Motion

Connect Insightly and Motion with over 800+ 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 Motion 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

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 task

Creates a new task

Create project

Creates a new project

Create recurring task

Creates a recurring task

Create comment

Creates a new comment

Update task

Updates the details of an existing task

Move task

Moves an existing task from one workspace to another

Fetch task by name

Fetches the details of an existing task using name

Fetch task by ID

Fetches the details of an existing task using ID

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.

What is Motion?

Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.

Project Management

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.

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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

Siddharth Ahuja

CEO, Fabricroot

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

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