Integrate Insightly with Zoho Backstage
Send information between Insightly and Zoho Backstage automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Zoho Backstage using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Task
Triggers when a new task is created
Registration cancelled by attendee
Triggers when a registration for an event is cancelled by an attendee
Order cancelled
Triggers when an order is cancelled
Attendee checked-in
Triggers when an attendee checks in to the selected event
Attendee registered for event
Triggers when an attendee registers for the selected event
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Event republished
Triggers when an event is updated and then republished
Event published
Triggers when the organizer publishes the event microsite for the first time
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
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 event
Creates a new event in the selected portal
Place order
Creates an order to buy ticket
Update event
Updates the details of an existing event
Cancel order
Cancels the specified order
Fetch attendee in an event
Fetches the details of an existing attendee including its custom fields
Fetch event
Fetches the details of an existing event by ID
Fetch ticket class details
Fetches the details of a ticket class by ID
Fetch order
Fetches the details of an existing order by order ID
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 Zoho Backstage?
Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently.
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.
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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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