Integrate Insightly with Todoist

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

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

Reduce discrepancies between relationship management software and task management tool by auto-syncing project details. This flow will generate a new project in Todoist 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 Todoist.
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Start a new project in Todoist whenever a new project is launched in Insightly

Insightly + Todoist

Build your own integrations between Insightly and Todoist

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Supported triggers and actions

Integrate Insightly and Todoist 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 task

Triggers when a new task is created

Completed task

Triggers when the task is completed in specific project

New project

Triggers when a new project is created

New section

Triggers when a new section is created in a project

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 task

Creates a new task

Add comment to task

Adds a comment to specific task

Invite user to workspace

Invites a user to the workspace

Add comment to project

Adds a comment to a project

Create project

Creates a new project

Archive project

Archives an existing project

Mark task as incomplete

Marks a task as incomplete

Mark task as completed

Marks a task as completed

Update task

Update an existing task by ID

Move task

Moves a task to a different project or section

Update project

Updates the details of an existing project by ID

Fetch label

Fetch the details of label by name

Fetch project

Fetch the details of an existing project by name or ID

Fetch user

Fetch the details of existing user by email address

Fetch task

Fetch the details of an existing task by ID

Fetch section

Fetch the details of an existing section by name

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 Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

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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Using Zoho Flow, 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

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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