Integrate Active Collab with Insightly

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

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Create a new task in Active Collab each time a new task is created in Insightly

Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Active Collab each time 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 Active Collab.
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Create a new task in Active Collab each time a new task is created in Insightly

Insightly + Active Collab

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Initiate an event in Insightly when a task is created in Active Collab

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 Active Collab.

How it works
  1. The flow triggers when a new task is created in Active Collab.
  2. Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in Active Collab

Active Collab + Insightly

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Create a new project in Active Collab whenever a new project is created in Insightly

Enable seamless tracking and reporting by auto-creating projects in your project management software from relationship management software. This flow will initiate a new project in Active Collab when a new project is established 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 Active Collab.
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Create a new project in Active Collab whenever a new project is created in Insightly

Insightly + Active Collab

Build your own integrations between Active Collab and Insightly

Connect Active Collab and Insightly with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Active Collab and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task closed

Triggers when a task is closed

Task updated

Triggers when the details of an existing task is updated

Task list created

Triggers when a new task list is created in a project

Project created

Triggers when a new project is created

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task created

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create project

Creates a new project

Add comment to task

Creates a new comment in the selected task

Create company

Creates a new company

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Move task

Moves the specified task to the selected task list

Fetch label

Fetches the details of an existing label by ID or name

Fetch project

Fetches the details of an existing project by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch company

Fetches the details of an existing company by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

Fetch template

Fetches the details of an existing template

Fetch category

Fetches the details of an existing category by ID or name

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

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