Integrate Insightly with GatewayAPI
Send information between Insightly and GatewayAPI automatically, without writing any code, using Zoho Flow.
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Send a welcome email in GatewayAPI when a new contact is created in Insightly
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in GatewayAPI whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
Send a welcome email in GatewayAPI when a new contact is created in Insightly
Insightly + GatewayAPI
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Supported triggers and actions
Integrate Insightly and GatewayAPI using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Schedule SMS message
Schedules the specified outgoing SMS messages
Send SMS message
Sends an SMS message to a specified group of recipients
Fetch balance
Fetches the details of your account balance
Fetch message
Fetch details of the specified SMS message
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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