Integrate Insightly with Wave
Send information between Insightly and Wave automatically, without writing any code, using Zoho Flow.
Build your own integrations between Insightly and Wave
Connect Insightly and Wave 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 Wave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
Customer created
Triggers when a new customer is added to the selected business
Product created
Triggers when a new product is created for the selected business
Invoice created
Triggers when a new invoice is created for the selected business
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create customer
Creates a customer for the selected business
Create invoice
Creates a new invoice for the selected business
Create product
Creates a product for the selected business
Fetch product
Fetches the details of an existing product
Fetch customer
Fetches the details of an existing customer
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 Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
Similar apps
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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