Integrate Kissflow with Insightly
Send information between Kissflow and Insightly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Change in workflow step
Triggers when a request in the selected process moves from one workflow step to another. Also triggers when an action is performed to initiate a move, like Approve or Reject.
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
Create draft request
Creates a new request for the selected process, populates required fields, and saves it as draft
Submit new request
Initiates a new request for the selected process, populates required fields, and submits the request for processing
Approves a request to move it to the next workflow step
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 >
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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more