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Insightly integrations with Zoho Cliq

Use Zoho Flow to integrate Insightly with Zoho Cliq, in atleast 120 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Send Zoho Cliq messages for new Insightly tasks

Use this flow
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Didn't find the integration you are looking for? Create one yourself.

All Triggers - A trigger kickstarts the flow

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

New channel added

Triggers when a new channel is created in your organization

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All Actions - Action are the automated tasks

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Message in channel

Posts a message in a channel

Post card to channel

Posts a card to the specified channel

Create channel

Creates a new channel

Delete channel

Deletes the selected channel

Add channel member

Adds a new channel member

Add user status

Adds the specified status to an existing user

Message as bot to user

Posts a message as a bot to the specified user

Message user

Sends a message to the specified user

Message to bot

Sends a message to the selected bot

Update channel

Updates the details of an existing channel

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

Archive channel

Archives the selected channel

Post card to chat

Posts a card to the specified chat

Fetch user by name or email

Fetches an existing user by name or email address

Fetch team

Fetches the details of an existing team by name

Fetch channel

Fetches the details of an existing channel by name

Remove channel member

Removes the specified member from the selected channel

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore.” Know more

Watch Zoho Flow in action