Use Zoho Flow to integrate Zoho Invoice with Insightly, in atleast 306 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
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
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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
Payment received
Triggers when a new payment is received
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project is created
Credit note created
Triggers when a new credit note is created
Contact updated
Triggers when any detail of an existing contact is updated
Payment updated
Triggers when any detail of an existing payment is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Estimate updated
Triggers when any detail of an existing estimate is updated
Item updated
Triggers when any detail of an existing item is updated
Project updated
Triggers when any detail of an existing project is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Timesheet created
Triggers when a new timesheet is created
Contact person created
Triggers when a new contact person is created for an existing contact
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Invoice created
Triggers when a new invoice is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Contact created
Triggers when a new contact is created
Item created
Triggers when a new item is created in the selected organization
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
All Actions - Action are the automated tasks
Create contact
Creates a new contact
Send invoice
Sends an existing invoice to the specified recipients
Create invoice
Creates a new invoice
Send estimate
Sends an existing estimate to the specified recipients
Add address for customer
Adds address details for an existing customer
Create estimate
Creates a new estimate
Record payment
Records a payment for an existing invoice
Create contact person
Creates a new contact person for the selected contact
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create item
Creates a new item
Create recurring expense
Creates a new recurring expense
Send retainer invoice
Sends a retainer invoice to the specified email address
Update invoice
Updates the details of an existing invoice
Update invoice status
Updates the status of an existing invoice
Update payment link
Updates the details of an existing payment link
Create payment link
Creates a payment link
Update item
Updates the details of an existing item
Update estimate
Updates the details of an existing estimate
Update contact person
Updates the details of an existing contact person
Update contact
Updates the details of an existing contact
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 email
Fetches the details of an existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch payment
Fetches the details of an existing payment
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
Fetch estimate
Fetches the details of an existing invoice
Fetch contact by display name
Fetches the details of an existing contact by display name
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Task
Creates a new task
Create Lead
Creates a new lead
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.
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Testimonial
“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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