Integrate Office 365 with Insightly

Send information between Office 365 and Insightly automatically, without writing any code, using Zoho Flow.

Build your own integrations between Office 365 and Insightly

Connect Office 365 and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Office 365 and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Calendar added

Triggers when a new calendar is added

Event updated

Triggers when any detail of an existing event is updated

Contact added

Triggers when a new contact is added

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

New Task

Triggers when a new task is created

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create event

Creates a new event in the selected calendar

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Update contact

Updates the details of an existing contact by ID

Update event

Updates the details of an existing event by ID

Find contact folder

Finds a contact folder using name

Fetch event

Fetches the details of an existing event by title or ID

Invite user

Invites the specified user to your group

Fetch contact

Fetches the details of an existing contact by name

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 Opportunity

Creates a new opportunity

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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.

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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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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