

Integrate Insightly with Flow
Send information between Insightly and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in Flow each time a new task is created in Insightly
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Flow whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected workspace in Flow.


Create a new task in Flow each time a new task is created in Insightly
Insightly + Flow


Create an event in Insightly when a new task is set up in Flow
Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Flow.
How it works
- The flow triggers when a new task is created in Flow.
- Zoho Flow creates a new event in Insightly.


Create an event in Insightly when a new task is set up in Flow
Flow + Insightly

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Supported triggers and actions
Integrate Insightly and Flow using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

New Contact
Triggers when a new contact is created

New Opportunity
Triggers when a new opportunity is created

List updated
Triggers when the selected list is updated

Task updated
Triggers when the selected task is updated

New task
Triggers when a new task is created

New workspace
Triggers when a new workspace is created

New list
Triggers when a new list is created
All Actions - Actions are the automated tasks

Create Organization
Creates a new organization

Create Contact
Creates a new contact

Create Project
Creates a new project

Create Task
Creates a new task

Create Lead
Creates a new lead

Create Opportunity
Creates a new opportunity

Post comment
Posts a comment in the selected task

Create task
Creates a new task in the selected workspace
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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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Webhook triggers
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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