Insightly and Zoho Cliq integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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

New channel message
This trigger fires when a new message is posted in the specified Zoho Cliq channel

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

Custom API call
Execute custom API calls to any Zoho Cliq endpoint with full control over HTTP method, headers, and parameters
Download channel messages
Download and export all messages from a specified channel with various filtering and formatting options

Any other action you can think up

One platform

Power
Agility
Speed
Innovation