Integrate Insightly with Zoho Bookings
Send information between Insightly and Zoho Bookings automatically, without writing any code, using Zoho Flow.
Build your own integrations between Insightly and Zoho Bookings
Connect Insightly and Zoho Bookings 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 Zoho Bookings 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
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment booked
Triggers when an appointment is booked
Appointment marked as completed
Triggers when an appointment is marked as completed
Payment failure
Triggers when a payment fails
Appointment canceled
Triggers when an appointment is canceled
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 service
Creates a new service
Create appointment
Creates a new appointment
Reschedule appointment
Reschedules appointment to another slot
Update appointment
Updates the details of an appointment
Update service
Updates the details of an existing service by service ID
Fetch staff
Fetches the details of an existing staff by ID or email address
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
Fetch service
Fetches the details of the selected service
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.
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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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Technical Engineer, Master Liveaboards
