Integrate Insightly with Zoho Cliq
Send information between Insightly and Zoho Cliq automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send Zoho Cliq messages for new Insightly tasks
Get your teammates' attention on important tasks the moment you
add them. When a new task is added in Insightly, this flow posts
it to a specified channel in Zoho Cliq.
How it works
1. A new task is added in Insightly.
2. Zoho Flow sends you a message in Zoho Cliq.
Send Zoho Cliq messages for new Insightly tasks
Zoho Cliq + Insightly
Build your own integrations between Insightly and Zoho Cliq
Connect Insightly and Zoho Cliq with over 900+ 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 Zoho Cliq 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
New channel added
Triggers when a new channel is created in your organization
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
Add bot in a channel
Adds a bot to the selected channel
Add user status
Adds the specified status to an existing user
Message as bot on channel
Message as a bot on the specified channel
Add channel member
Adds a new channel member
Create thread
Creates a new thread using message ID
Delete channel
Deletes the selected channel
Message as bot to user
Posts a message as a bot to the specified user
Create channel
Creates a new channel
Post card to channel
Posts a card to the specified channel
Message in channel
Posts a message in a channel
Message to bot
Sends a message to the selected bot
Message user
Sends a message to the specified user
Message as bot
Posts message as the specified bot in the selected chat or channel
Update channel member role
Updates the role of a channel member
Update channel
Updates the details of an existing channel
Unarchive channel
Unarchives the selected channel
Post card to chat
Posts a card to the specified chat
Archive channel
Archives the selected channel
Fetch team
Fetches the details of an existing team by name
Fetch channel
Fetches the details of an existing channel by name
Fetch user by name or email
Fetches an existing user by name or email address
Remove channel member
Removes the specified member from the selected channel
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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 Learn more
Owain ap Rees
Sales Director, Artico
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. Learn more
Rahul Roushan
CEO, OpIndia
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
