Insightly
When this happens...
KiSSFLOWChange of Workflow Step
Then do this...
InsightlyCreate Task

Looking to engage your workflows on Insightly when you reach the appropriate stage in your KiSSFLOW processes? Set up this KiSSFLOW Insightly integration and we'll keep things moving smoothly for you. Once active, it will create a new task on Insightly for each and every change in workflow steps for your chosen process on KiSSFLOW.

How It Works

  1. A workflow step is changed on KiSSFLOW
  2. Zapier automatically adds a task on Insightly

What You Need

  • KiSSFLOW account
  • Insightly account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + KiSSFLOW and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

Change of Workflow Step

Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Submit a New Request

Initiates a new request for a chosen process , populates requisite fields and then submits the request for processing.

New Organization

A new organization was created in your Insightly account.

Create a Draft Request

Creates a new request for a chosen process , populates requisite fields and saves it in the 'Draft' folder of KiSSFLOW.

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Become a Zapier Integration Partner

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn More

KiSSFLOW is a Business Process Workflow Automation Software. KiSSFLOW empowers normal users to build workflow automation on their own on a self-service basis without requiring sophisticated technical knowledge. KiSSFLOW is used by department heads of finance, operations and human resources to streamline their functions.

See KiSSFLOW Integrations