Integrate Insightly with GatherContent

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

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Start a new project in GatherContent whenever a new project is launched in Insightly

Reduce discrepancies between relationship management software and content management platform by auto-syncing project details. This flow will generate a new project in GatherContent whenever a new project is created in Insightly.

How it works
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in GatherContent.
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Start a new project in GatherContent whenever a new project is launched in Insightly

Insightly + GatherContent

Build your own integrations between Insightly and GatherContent

Connect Insightly and GatherContent 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 Insightly and GatherContent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

Assign user to item

Triggers when a new user is assigned to an item

Shareable link generated

Triggers when a shareable link is generated for an item in a project

Item created

Triggers when a new item is created

Conversation resolved

Triggers when a conversation is resolved

Template created or updated

Triggers when a template is created or updated

Item overdue

Triggers when an item in the project goes past a scheduled date for workflow status

Item status updated

Triggers when the status of an existing item are updated

Workflow status updated

Triggers when the details of an existing workflow status are updated

Conversation started

Triggers when a new conversation is started

Item structure updated

Triggers when the details of an existing item structure are updated

Comment updated

Triggers when the details of an existing comment are updated

Comment added in a conversation

Triggers when a new comment is added in a conversation

Workflow status created

Triggers when a new workflow status is created

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Project

Creates a new project

Create Contact

Creates a new contact

Create item

Creates a new item

Rename folder

Renames an existing folder

Set item template

Sets the template for the selected item

Rename item

Renames an existing item

Create project

Creates a new project

Move item to folder

Moves item to an existing folder

Create folder

Creates a new folder

Set item status

Sets the workflow status for the selected item

Fetch item

Fetches the details of an existing item using ID

Fetch project

Fetches the details of an existing project using ID

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.

What is GatherContent?

GatherContent is a content operations platform that helps organizations create and manage content in a single place.

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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CEO, iDAYit

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!

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Technical Engineer, Master Liveaboards

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