Integrate Insightly with Simplicate
Send information between Insightly and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Simplicate whenever a new project is launched in Insightly
Enable seamless tracking and reporting by auto-creating projects in your business process management platform from relationship management software. This flow will start a new project in Simplicate 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 Simplicate.
Start a new project in Simplicate whenever a new project is launched in Insightly
Insightly + Simplicate
Build your own integrations between Insightly and Simplicate
Connect Insightly and Simplicate 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 Simplicate 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
Employee added
Triggers when a new employee is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Organization created
Trigger when a new organization is created
Sale recorded
Triggers when a new sale is recorded
Person added
Trigger when a new person is added
Contact person added
Triggers when a new contact person is added
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
Add person
Adds a new person
Create invoice
Creates a new invoice
Create project
Creates a new project
Add leave
Adds a new leave for an employee
Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
