Integrate Insightly with Kissflow

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

Build your own integrations between Insightly and Kissflow

Connect Insightly and Kissflow 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 Insightly and Kissflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

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.

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Create draft request

Creates a new request for the selected process, populates required fields, and saves it as draft

Approve request

Approves a request to move it to the next workflow step

Submit new request

Initiates a new request for the selected process, populates required fields, and submits the request for processing

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 Kissflow?

Kissflow is a workflow management tool that automates your business process workflows. You can install apps, define permissions for your tasks, and monitor progress of your workflows.

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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