Insightly
When this happens...
InsightlyNew Task
Then do this...
Zoho InvoiceCreate Contact

If you’re thinking of a way to ensure that your billing system is prepared the moment contacts generate income for you, you might want to implement an automated solution. Setting up this Zap will cause every Insightly task you create to trigger a new contact in Zoho Invoice, letting you continue your sales and CRM activities while preparations for invoicing are handled automatically.

How It Works

  1. A new task is added on Insightly
  2. Zapier automatically adds a Zoho Invoice contact

What You Need

  • Insightly account
  • Zoho Invoice account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

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 + Zoho Invoice 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.

New Contact

Triggers when a new Contact is added.

Create Note

Create a new note in your Insightly account.

New Invoice

Trigger on a new invoice (with line item support).

Create Contact Person

Creates a new point of contact for a specific contact.

New Contact Person

Triggers when a new point of contact is added to an existing contact.

Create Contact

Creates a new contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

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

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

See Zoho Invoice Integrations