Insightly and Zoho Cliq integrations and automations

Seamlessly connect Insightly and Zoho Cliq. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Insightly
  • New contact
    New contact in Insightly
  • New organisation
    New organisation in Insightly
  • Updated contact
    Updated contact in Insightly
  • Updated opportunity
    Updated opportunity in Insightly
  • Updated organisation
    Updated organisation in Insightly

    • Any other trigger you can think up

Zoho Cliq
  • Channel Created
    Triggers when a new channel is created
  • Mention Notification
    Triggers when you are mentioned in a message
  • New Channel Message
    Triggers when a new message is posted in specified channels
  • New Direct Message
    Triggers when a new direct message is received
  • User Presence Changed
    Triggers when a user's presence status changes

    • Any other trigger you can think up

Actions

Do this…

Insightly
  • Custom action
    Custom action in Insightly (Custom)
  • Add note to opportunity
    Add note to opportunity in Insightly
  • Create contact
    Create contact in Insightly
  • Create event
    Create event in Insightly
  • Create opportunity
    Create opportunity in Insightly
  • Create organisation
    Create organisation in Insightly
  • Get user by ID
    Get user by ID in Insightly
  • Search contacts Batch
    Search contacts in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly

    • Any other action you can think up

Zoho Cliq
  • Add Channel Members
    Add members to a channel
  • Create Bot
    Create a bot user
  • Create Channel
    Create a new channel
  • Create Webhook
    Create a webhook for real-time notifications
  • Custom API Request
    Make a custom API request to Zoho Cliq
  • Delete Message
    Delete a message
  • Download Channel History
    Download complete chat history from a channel
  • Download Chat History
    Download complete direct message history
  • Edit Message
    Edit an existing message
  • Get Channels
    Retrieve list of channels
  • Get User Info
    Get detailed information about a user
  • Get Users
    Get list of users in organization
  • Remove Channel Members
    Remove members from a channel
  • Search Messages
    Search for messages across channels and chats
  • Send Card Message
    Send an interactive card message
  • Send Channel Message
    Send a message to a channel
  • Send Direct Message
    Send a direct message to a user
  • Update User Status
    Update user's presence status
  • Upload File
    Upload a file to Zoho Cliq

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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