Integrate Insightly with Todoist
Send information between Insightly and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Todoist whenever a new project is launched in Insightly
Reduce discrepancies between relationship management software and task management tool by auto-syncing project details. This flow will generate a new project in Todoist whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Todoist.
Start a new project in Todoist whenever a new project is launched in Insightly
Insightly + Todoist
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Supported triggers and actions
Integrate Insightly and Todoist 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
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Incomplete task added
Triggers when an incomplete task is added to the selected project
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section 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 project
Creates a new project
Add comment to project
Adds a comment to a project
Create task
Creates a new task
Invite user to project
Invites a user to a project by email
Add comment to task
Adds a comment to a task
Mark task as incomplete
Marks the specified task as incomplete
Archive project
Archives the specified project
Mark task as completed
Marks the specified task as completed
Update task
Updates the details of an existing task
Move task
Moves the specified task to the selected project
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
Similar apps
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
