Integrate Insightly with 700+ apps
Create business workflows for Insightly without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new task is created
Triggers when a new project is created
Triggers when a new opportunity is created
Triggers when a new lead is created
Triggers when a new organization is created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Creates a new project
Creates a new contact
Creates a new lead
Creates a new task
Creates a new organization
Creates a new opportunity
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.Learn more >
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.Learn more >
Write simple scripting functions to format data, call web APIs, send emails, and more.Learn more >
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!