Integrate Office 365 with Insightly

Send information between Office 365 and Insightly automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Schedule a new event in Office 365 each time a new task is created in Insightly

Achieve your deadlines efficiently by setting up events for all your tasks. This flow will schedule an event in Office 365 for every new task created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new event in the selected calendar in Office 365.
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Schedule a new event in Office 365 each time a new task is created in Insightly

Insightly + Office 365

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Create an event in Office 365 when a new task is set up in Insightly

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will initiate an event in Office 365 when a task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new event in the selected calendar in Office 365.
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Create an event in Office 365 when a new task is set up in Insightly

Insightly + Office 365

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Generate a new contact in Office 365 each time a new contact is created in Insightly

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Office 365 each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Office 365.
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Generate a new contact in Office 365 each time a new contact is created in Insightly

Insightly + Office 365

Build your own integrations between Office 365 and Insightly

Connect Office 365 and Insightly 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 Office 365 and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Calendar added

Triggers when a new calendar is added

Contact added

Triggers when a new contact is added

Event updated

Triggers when any detail of an existing event is updated

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

Email received in a mailbox

Triggers when an email is received in a user or shared mailbox

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create event

Creates a new event in the selected calendar

Update contact

Updates the details of an existing contact by ID

Update user

Updates the details of an existing user by ID

Update event

Updates the details of an existing event by ID

Fetch user

Fetches the details of an existing user by display name

Fetch event

Fetches the details of an existing event by title or ID

Find contact folder

Finds a contact folder using name

Invite user

Invites the specified user to your group

Fetch contact

Fetches the details of an existing contact by name

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

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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.

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.

Learn more >

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.

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

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!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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