Integrate Insightly with Wave

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

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Add new Insightly contacts as customers in Wave

Add new CRM contacts as customers in your accounting application. This flow adds new Insightly contacts as customers in Wave.

How it works

1) A new contact is added to Insightly.
2) Zoho Flow adds the contact as a customer is Wave.
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Add new Insightly contacts as customers in Wave

Insightly + Wave

Build your own integrations between Insightly and Wave

Connect Insightly and Wave 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 Wave 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

Product created

Triggers when a new product is created for the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Customer created

Triggers when a new customer is added to the selected business

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

Create invoice

Creates a new invoice for the selected business

Create customer

Creates a customer for the selected business

Send invoice

Sends the created invoice to the specified email address

Create product

Creates a product for the selected business

Fetch product

Fetches the details of an existing product

Fetch customer

Fetches the details of an existing customer

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 Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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