Integrate Insightly with Todoist
Send information between Insightly and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Todoist.
Start a new project in Todoist whenever a new project is launched in Insightly
Insightly + 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.
Similar apps
What is Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Relay Inc.
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Barings Law
