Integrate Wave with Insightly

Send information between Wave and Insightly 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 Wave and Insightly

Connect Wave and Insightly with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Wave and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is added to the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Product created

Triggers when a new product is created for the selected business

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

All Actions - Actions are the automated tasks

Create product

Creates a product for the selected business

Send invoice

Sends the created invoice to the specified email address

Create customer

Creates a customer for the selected business

Create invoice

Creates a new invoice for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

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

What is Wave?

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

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.

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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.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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