Integrate Kissflow with Insightly
Send information between Kissflow and Insightly automatically, without writing any code, using Zoho Flow.
Build your own integrations between Kissflow and Insightly
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Supported triggers and actions
Integrate Kissflow and Insightly using the below 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.
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
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
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
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
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.
Similar apps
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
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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