Integrate Zoho Contracts with Insightly
Send information between Zoho Contracts and Insightly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Contracts and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract created
Triggers when a new contract is created
Contract status updated
Triggers when a contract status is updated
Contract signed
Triggers when a contract is signed
Overdue obligation
Triggers when an obligation is overdue
Counterparty contact created
Triggers when a new counterparty contact is created
Counterparty created
Triggers when a new counterparty is created
Contract state moved to active
Triggers when the state of the contract is moved to active
Obligation created
Triggers when an obligation is created in a contract
Contract expired
Triggers when a contract is expired
Obligation status updated
Triggers when an obligation status is updated
New Contact
Triggers when a new contact is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create counterparty
Creates a new counterparty
Create contract
Creates a new contract
Create obligation
Creates a new obligation in the specified contract
Create counterparty contact
Creates a new counterparty contact
Update counterparty
Updates the details of an existing counterparty
Transfer contract ownership
Transfers ownership of an existing contract
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API name
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Task
Creates a new task
What is Zoho Contracts?
Similar apps
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
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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
