Integrate Insightly with Office 365
Send information between Insightly and Office 365 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Schedule a new event in Office 365 each time a new task is created in Insightly
Achieve your deadlines efficiently by setting up events for all your tasks. This flow will schedule an event in Office 365 for every new task created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in the selected calendar in Office 365.
Schedule a new event in Office 365 each time a new task is created in Insightly
Insightly + Office 365
Create an event in Office 365 when a new task is set up in Insightly
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will initiate an event in Office 365 when a task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in the selected calendar in Office 365.
Create an event in Office 365 when a new task is set up in Insightly
Insightly + Office 365
Generate a new contact in Office 365 each time a new contact is created in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Office 365 each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Office 365.
Generate a new contact in Office 365 each time a new contact is created in Insightly
Insightly + Office 365
Build your own integrations between Insightly and Office 365
Connect Insightly and Office 365 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 Office 365 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
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
Contact added
Triggers when a new contact is added
Event updated
Triggers when any detail of an existing event is updated
Email received
Triggers when a new email is received
Calendar added
Triggers when a new calendar is added
Event added
Triggers when a new event is added in the selected calendar
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create event
Creates a new event in the selected calendar
Add user
Adds a new account user
Send email
Creates and sends an email to a recipient
Create contact
Creates a new contact
Update user
Updates the details of a user by ID
Update event
Updates the details of an existing event by ID
Update contact
Updates the details of an existing contact by ID
Find contact folder
Finds a contact folder using name
Fetch event
Fetches the details of an existing event by title or ID
Invite user
Invites the specified user to your group
Fetch user
Fetches the details of a user by display name
Fetch contact
Fetches the details of an existing contact by name
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
What is Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
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CTO, Infinite Solutions
Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
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Founder and CEO, Revenue Ranch
