Integrate Insightly with Timely

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

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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
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Timely.
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Create a new project in Timely whenever a new project is created in Insightly

Insightly + Timely

Build your own integrations between Insightly and 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.

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.

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

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

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