Integrate Insightly with Smartsheet
Send information between Insightly and Smartsheet automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Smartsheet 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
Workspace created
Triggers when a new workspace is created
Comment added
Triggers when a new comment is added
Row updated
Triggers when an existing row is updated
Sheet added
Triggers when a new sheet is created
Row added
Triggers when a new row 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
Share workspace
Shares an existing workspace with the specified users and groups
Copy workspace
Creates a copy of the specified workspace
Add row to sheet
Adds a new row in the selected sheet
Update row
Updates the details of the specified row
Share sheet
Shares an existing sheet with the specified users and groups
Fetch row
Fetches the details of the specified row
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.
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What is Smartsheet?
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.
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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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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
Endless integrations. End to manual work.
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