Integrate Insightly with Pushbullet

Send information between Insightly and Pushbullet automatically, without writing any code, using Zoho Flow.

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Send a welcome email in Pushbullet when a new contact is created in Insightly

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email in Pushbullet when a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow sends an SMS to the specified phone number in Pushbullet.
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Send a welcome email in Pushbullet when a new contact is created in Insightly

Insightly + Pushbullet

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Supported triggers and actions

Integrate Insightly and Pushbullet 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

Sends an SMS to the specified phone number

Send a Note

Sends a text notification

Send a Link

Sends a link notification

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.

What is Pushbullet?

Pushbullet is a notification service that is used to send links, files, and notes. You can mirror your phone's notifications, chat with other users, and get live notifications from sites of your choice.

Notifications Phone/SMS

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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