Integrate Insightly with Timely
Send information between Insightly and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Timely whenever a new project is created in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Timely each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Timely.
Create a new project in Timely whenever a new project is created in Insightly
Insightly + Timely
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Supported triggers and actions
Integrate Insightly and Timely 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
Event created for user
Triggers when a new event is created for the selected user
Team created
Triggers when a new team is created
Event created
Triggers when a new event is created
Event created in project
Triggers when a new event is created in the selected project
Client created
Triggers when a new client is created for the selected account
Account created
Triggers when a new account is created
User added
Triggers when a new user 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
Create event in project
Creates a new event in the selected project
Add user
Adds a new user
Create event for user
Creates a new event for the selected user
Create client
Creates a new client
Create project
Creates a new project
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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