Integrate Insightly with Office 365
Send information between Insightly and Office 365 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
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
Event added
Triggers when a new event is added in the selected calendar
Calendar added
Triggers when a new calendar is added
Email received
Triggers when a new email is received
Event updated
Triggers when any detail of an existing event is updated
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
Create contact
Creates a new contact
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
Create event
Creates a new event in the selected calendar
Update contact
Updates the details of an existing contact by ID
Update event
Updates the details of an existing event by ID
Update user
Updates the details of a user by ID
Fetch user
Fetches the details of a user by display name
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Find contact folder
Finds a contact folder using name
Fetch contact
Fetches the details of an existing contact by name
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
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.
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.
Learn more >
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
