Integrate Insightly with GatewayAPI
Send information between Insightly and GatewayAPI automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
Send SMS message
Sends an SMS message to a specified group of recipients
Schedule SMS message
Schedules the specified outgoing SMS messages
Fetch message
Fetch details of the specified SMS message
Fetch balance
Fetches the details of your account balance
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.
Similar apps
What is GatewayAPI?
GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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