Integrate Insightly with LeanKit
Send information between Insightly and LeanKit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and LeanKit 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
New card
Triggers when a new card is created in the selected board
Card moved
Triggers when a card is moved within the selected board
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
Add comment
Adds a comment to the selected card
Add comment by external ID
Adds a comment to a card using external ID
Move card within a board by external ID
Moves a card within a board using external ID
Create card
Creates a new card in the selected board
Move card to another board
Moves a card from one board to another
Update card
Updates an existing card
Move card to another board by external ID
Moves a card from one board to another using external ID
Move card within board
Moves a card from one lane to another in the selected board
Fetch card
Fetches an existing card by title
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 LeanKit?
LeanKit is project management software that lets you plan and manage your tasks efficiently. Organize tasks on customizable boards, visualize processes with verticals lanes, and share status updates with your team.
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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