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Zoho Invoice integrations with Insightly

Use Zoho Flow to integrate Zoho Invoice with Insightly, in atleast 210 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 new Insightly contacts to Zoho Invoice

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All Triggers - A trigger kickstarts the flow

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment received

Triggers when a new payment is received

Item created

Triggers when a new item is created in the selected organization

Payment updated

Triggers when any detail of an existing payment is updated

Project created

Triggers when a new project is created

Project updated

Triggers when any detail of an existing project is updated

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created in the selected organization

Estimate updated

Triggers when any detail of an existing estimate is updated

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when any detail of an existing contact is updated

Item updated

Triggers when any detail of an existing item is updated

Contact person created

Triggers when a new contact person is created for an existing contact

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

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All Actions - Action are the automated tasks

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create contact person

Creates a new contact person for the selected contact

Send estimate

Sends an existing estimate to the specified recipients

Add address for customer

Adds address details for an existing customer

Record payment

Records a payment for an existing invoice

Create item

Creates a new item

Send invoice

Sends an existing invoice to the specified recipients

Update invoice

Updates the details of an existing invoice

Update item

Updates the details of an existing item

Update contact

Updates the details of an existing contact

Update estimate

Updates the details of an existing estimate

Fetch estimate by number

Fetches the details of an existing estimate by number

Fetch payment

Fetches the details of an existing payment

Fetch contact by email

Fetches the details of an existing contact by email

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch item by name

Fetches the details of an existing item by name

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch item by ID

Fetches the details of an existing item by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

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

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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 Castellano CEO, 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

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