Integrate Insightly with Zoho Contracts
Send information between Insightly and Zoho Contracts automatically, without writing any code, using Zoho Flow.
Build your own integrations between Insightly and Zoho Contracts
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Supported triggers and actions
Integrate Insightly and Zoho Contracts 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
Contract created
Triggers when a new contract is created
Contract signed
Triggers when a contract is signed
Contract expired
Triggers when a contract is expired
Obligation status updated
Triggers when an obligation status is updated
Contract state moved to active
Triggers when the state of the contract is moved to active
Obligation created
Triggers when an obligation is created in a contract
Counterparty contact created
Triggers when a new counterparty contact is created
Counterparty created
Triggers when a new counterparty is created
Contract status updated
Triggers when a contract status is updated
Overdue obligation
Triggers when an obligation is overdue
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 obligation
Creates a new obligation in the specified contract
Create counterparty contact
Creates a new counterparty contact
Create counterparty
Creates a new counterparty
Create contract
Creates a new contract
Transfer contract ownership
Transfers ownership of an existing contract
Update counterparty
Updates the details of an existing counterparty
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API 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.
Similar apps
What is Zoho Contracts?
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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