

Integrate Insightly with Easy Projects
Send information between Insightly and Easy Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Easy Projects when a new project is established in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management tool from relationship management software. This flow will set up a new project in Easy Projects each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Easy Projects.


Initiate a new project in Easy Projects when a new project is established in Insightly
Insightly + Easy Projects

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Supported triggers and actions
Integrate Insightly and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

New activity message
Triggers when a new message is posted in the selected activity

New project
Triggers when a new project is created

New project message
Triggers when a new message is posted in the selected project

Updated project
Triggers when an existing project is updated

New user
Triggers when a new user is created

New project activity
Triggers when a new activity is created in the selected project

New customer
Triggers when a new customer is created

Updated activity
Triggers when an existing activity is updated

New activity
Triggers when a new activity is created

New time log
Triggers when a time log is created

Updated time log
Triggers when an existing time log is updated
All Actions - Actions are the automated tasks

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

Create time log
Creates a new time log

Create customer
Creates a new customer

Create activity
Creates a new activity

Post activity message
Posts a new message in an activity

Update user
Updates the details of an existing user

Create User
Creates a new user

Create project
Creates a new project

Post project message
Posts a new message in a project

Update customer
Updates the details of an existing customer

Update activity
Updates an existing activity

Update project
Updates an existing project

Update time log
Updates an existing time log

Fetch time log
Fetches an existing time log by its unique ID

Fetch activity
Fetches an existing activity by its unique ID

Fetch project
Fetches an existing project by its unique 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 Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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