Integrate Insightly with Kissflow
Send information between Insightly and Kissflow automatically, without writing any code, using Zoho Flow.
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Supported 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
Change in workflow step
Triggers when a request in the selected process moves from one workflow step to another. Also triggers when an action is performed to initiate a move, like Approve or Reject.
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
Approve request
Approves a request to move it to the next workflow step
Create draft request
Creates a new request for the selected process, populates required fields, and saves it as draft
Submit new request
Initiates a new request for the selected process, populates required fields, and submits the request for processing
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 Kissflow?
Kissflow is a workflow management tool that automates your business process workflows. You can install apps, define permissions for your tasks, and monitor progress of your workflows.
Bulid 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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
