Integrate Qwilr with Insightly
Send information between Qwilr and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Insightly whenever a new project is launched in Qwilr
Reduce discrepancies between proposals & invoices app and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Qwilr.
How it works
- The flow triggers when a new project is created in Qwilr.
- Zoho Flow creates a new project in Insightly.
Start a new project in Insightly whenever a new project is launched in Qwilr
Qwilr + Insightly
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Supported triggers and actions
Integrate Qwilr and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Project accepted
Triggers when a project is accepted
Project viewed
Triggers when a project is viewed for the first time
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 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 Qwilr?
Qwilr helps you create proposals, quotes, sales, and marketing documents as responsive webpages. You can share documents online, let your clients interact with them, and also get insights on responses.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
