Integrate Insightly with Zoho Backstage

Send information between Insightly and Zoho Backstage automatically, without writing any code, using Zoho Flow.

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Connect Insightly and Zoho Backstage 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 Backstage 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

Registration cancelled by attendee

Triggers when a registration for an event is cancelled by an attendee

Order cancelled

Triggers when an order is cancelled

Attendee checked-in

Triggers when an attendee checks in to the selected event

Attendee registered for event

Triggers when an attendee registers for the selected event

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Event republished

Triggers when an event is updated and then republished

Event published

Triggers when the organizer publishes the event microsite for the first time

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 event

Creates a new event in the selected portal

Place order

Creates an order to buy ticket

Update event

Updates the details of an existing event

Cancel order

Cancels the specified order

Fetch attendee in an event

Fetches the details of an existing attendee including its custom fields

Fetch event

Fetches the details of an existing event by ID

Fetch ticket class details

Fetches the details of a ticket class by ID

Fetch order

Fetches the details of an existing order by order ID

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.

What is Zoho Backstage?

Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently.

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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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. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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