Integrate Insightly with Amazing Marvin

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

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Create a new project in Amazing Marvin whenever a new project is created in Insightly

Reduce discrepancies between relationship management software and personal productivity app by auto-syncing project details. This flow will set up a new project in Amazing Marvin each time a new project is initiated 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 Amazing Marvin.
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Create a new project in Amazing Marvin whenever a new project is created in Insightly

Insightly + Amazing Marvin

Build your own integrations between Insightly and Amazing Marvin

Connect Insightly and Amazing Marvin with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Amazing Marvin using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Spend reward points

Spends the available reward points

Claim reward points

Claims the available reward points

Create task

Creates a new task

Unclaim reward points

Unclaims the reward points

Start time tracking

Starts time tracking for a task

Stop time tracking

Stops time tracking for a task

Create project

Creates a new project

Create event

Creates a new event

Mark task done

Marks the selected task as done

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.

What is Amazing Marvin?

Amazing Marvin is a personal productivity application that offers features like a day planner, time tracker, project management tool, timer, calendar, habit and goal tracker, and more.

Task Management

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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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 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 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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