Integrate Zoho Cliq with Insightly
Send information between Zoho Cliq and Insightly automatically, without writing any code, using Zoho Flow.
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Send Zoho Cliq messages for new Insightly tasks
Get your teammates' attention on important tasks the moment you
add them. When a new task is added in Insightly, this flow posts
it to a specified channel in Zoho Cliq.
How it works
1. A new task is added in Insightly.
2. Zoho Flow sends you a message in Zoho Cliq.
Send Zoho Cliq messages for new Insightly tasks
Zoho Cliq + Insightly
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
New channel added
Triggers when a new channel is created in your organization
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
Add channel member
Adds a new channel member
Post card to channel
Posts a card to the specified channel
Add bot in a channel
Adds a bot to the selected channel
Message as bot to user
Posts a message as a bot to the specified user
Delete channel
Deletes the selected channel
Message as bot on channel
Message as a bot on the specified channel
Create channel
Creates a new channel
Message user
Sends a message to the specified user
Add user status
Adds the specified status to an existing user
Message to bot
Sends a message to the selected bot
Message in channel
Posts a message in a channel
Post card to chat
Posts a card to the specified chat
Message as bot
Posts message as the specified bot in the selected chat or channel
Unarchive channel
Unarchives the selected channel
Archive channel
Archives the selected channel
Update channel
Updates the details of an existing channel
Update channel member role
Updates the role of a channel member
Fetch user by name or email
Fetches an existing user by name or email address
Fetch team
Fetches the details of an existing team by name
Fetch channel
Fetches the details of an existing channel by name
Remove channel member
Removes the specified member from the selected channel
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 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.
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