Integrate Insightly with Vtiger CRM Cloud
Send information between Insightly and Vtiger CRM Cloud automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Vtiger CRM Cloud using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when details of an existing contact are updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when details of an existing lead are updated
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Create record
Creates a new record in the selected module
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Update record
Update the details of an existing record in the selected module
Fetch record
Fetches the details of an exiting record in the selected module
Fetch contact
Fetches the details of an exiting contact
Fetch lead
Fetches the details of an existing lead
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