Integrate Insightly with Slack
Send information between Insightly and Slack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Slack 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
Message posted to public channel
Triggers when a new message is posted to the selected public channel
Channel created
Triggers when a new channel is created
User added
Triggers when a new user is added
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message starred
Triggers when a message is starred
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
Update profile
Updates the profile information for the selected user
Fetch user - By name
Fetches the details of an existing user by name
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Fetch user - By username
Fetches the details of an existing user by username
Send public channel message
Sends a message to the selected public channel
Set channel topic
Sets the topic for the selected channel
Send private channel message
Sends a message to the selected private channel
Send direct message
Sends a direct message to the selected user
Fetch user - By ID
Fetches the details of an existing user by 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 Slack?
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.
Similar apps
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.
Learn more >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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
