

Integrate Insightly with Forecast
Send information between Insightly and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in Forecast each time a new task is created in Insightly
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Forecast every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Forecast.


Create a new task in Forecast each time a new task is created in Insightly
Insightly + Forecast


Initiate an event in Insightly when a task is created in Forecast
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created Forecast.
How it works
- The flow triggers when a new card is created in the selected project in Forecast.
- Zoho Flow creates a new event in Insightly.


Initiate an event in Insightly when a task is created in Forecast
Forecast + Insightly


Initiate a new project in Forecast when a new project is established in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management platform from relationship management software. This flow will start a new project in Forecast whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Forecast.


Initiate a new project in Forecast when a new project is established in Insightly
Insightly + Forecast

Build your own integrations between Insightly and Forecast
Connect Insightly and Forecast 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 Forecast 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 person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

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

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

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

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

New project
Triggers when a new project is created
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 project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
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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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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