Integrate Insightly with Slack
Send information between Insightly and Slack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Slack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
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
User added
Triggers when a new user is added
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message starred
Triggers when a message is starred
Message posted to public channel
Triggers when a new message is posted to the selected public channel
Channel created
Triggers when a new channel is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Fetch user - By username
Fetches the details of an existing user by username
Send public channel message
Sends a message to the selected public channel
Set channel topic
Sets the topic for the selected channel
Send direct message
Sends a direct message to the selected user
Update profile
Updates the profile information for the selected user
Fetch user - By name
Fetches the details of an existing user by name
Send private channel message
Sends a message to the selected private channel
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Fetch user - By ID
Fetches the details of an existing user by ID
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.
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.
Learn more >
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
