Use Zoho Flow to integrate Zoho Invoice with Insightly, in atleast 276 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

Recurring expense created

Triggers when a new recurring expense is created

Item created

Triggers when a new item is created in the selected organization

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment updated

Triggers when any detail of an existing payment 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

Estimate updated

Triggers when any detail of an existing estimate is updated

Project updated

Triggers when any detail of an existing project is updated

Contact updated

Triggers when any detail of an existing contact is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Payment received

Triggers when a new payment is received

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

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

Add address for customer

Adds address details for an existing customer

Send estimate

Sends an existing estimate to the specified recipients

Record payment

Records a payment for an existing invoice

Send retainer invoice

Sends a retainer invoice to the specified email address

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create contact person

Creates a new contact person for the selected contact

Create contact

Creates a new contact

Create estimate

Creates a new estimate

Create recurring expense

Creates a new recurring expense

Send invoice

Sends an existing invoice to the specified recipients

Create invoice

Creates a new invoice

Create item

Creates a new item

Update item

Updates the details of an existing item

Update invoice

Updates the details of an existing invoice

Update contact person

Updates the details of an existing contact person

Update estimate

Updates the details of an existing estimate

Update payment link

Updates the details of an existing payment link

Update contact

Updates the details of an existing contact

Create payment link

Creates a payment link

Fetch payment

Fetches the details of an existing payment

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch item by ID

Fetches the details of an existing item by ID

Fetch item by name

Fetches the details of an existing item by name

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch contact by email

Fetches the details of an existing contact by email

Fetch estimate

Fetches the details of an existing invoice

Fetch contact by ID

Fetches the details of an existing contact by ID

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 CastellanoCEO, Lakeside CNC Group

“Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

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