Integrate Podio with Insightly

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

Explore prebuilt integration flows to get started

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Create tasks in Podio as tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Podio when a new task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Podio.
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Create tasks in Podio as tasks are initiated in Insightly

Insightly + Podio

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Create an event in Insightly when a task is created Podio

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in Podio.

How it works
  1. The flow triggers when a new task is created in the selected workspace in Podio.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a task is created Podio

Podio + Insightly

Build your own integrations between Podio and Insightly

Connect Podio and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Podio and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Update Item

Triggers when an existing item is updated

New Organization

Triggers when a new organization is created

New Item

Triggers when a new item is created

New Task

Triggers when a new task is created in the selected workspace

New Application

Triggers when a new app is created in the selected workspace

New Workspace

Triggers when a new workspace is created

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

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Status

Creates a new status in the selected workspace

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

What is Podio?

Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.

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.

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.

Learn more >

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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