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Insightly & Zoho Books Integrations - Integrate in Next 5 Mins

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  • Triggers(27)
  • Actions & Searches(17)

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When this happens
  • Contact is created in Insightly
  • Task is created in Insightly
  • Lead is created in Insightly
  • Opportunity is created in Insightly
  • Organisation is added in Insightly
  • Project is created in Insightly
  • Contact is updated in Insightly
  • Lead is updated in Insightly
  • Organisation is updated in Insightly
  • Estimate is created in Zoho Books
    Instant
  • Invoice is created in Zoho Books
    Instant
  • Recurring invoice is created in Zoho Books
    Instant
  • Delivery challan is created in Zoho Books
    Instant
  • Sales order is created in Zoho Books
    Instant
  • Credit note is created in Zoho Books
    Instant
  • Customer payment is created in Zoho Books
    Instant
  • Bill is created in Zoho Books
    Instant
  • Recurring bill is created in Zoho Books
    Instant
  • Expense is created in Zoho Books
    Instant
  • Recurring expense is created in Zoho Books
    Instant
  • Purchase order is created in Zoho Books
    Instant
  • Vendor payment is created in Zoho Books
    Instant
  • Project is created in Zoho Books
    Instant
  • Timesheet is created in Zoho Books
    Instant
  • Customer is created in Zoho Books
    Instant
  • Vendor is created in Zoho Books
    Instant
  • Item is created in Zoho Books
    Instant
Do this
  • Search user in Insightly
  • Search contact in Insightly
  • Search organisation in Insightly
  • Search project in Insightly
  • Search lead in Insightly
  • Search opportunity in Insightly
  • Create contact in Insightly
  • Create task in Insightly
  • Create lead in Insightly
  • Create organisation in Insightly
  • Create project in Insightly
  • Create opportunity in Insightly
  • Create customer in Zoho Books
  • Create sales invoice in Zoho Books
  • Create estimate in Zoho Books
  • Create item in Zoho Books
  • Find invoice in Zoho Books

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