Integrate Insightly with Sakari

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

Explore prebuilt integration flows to get started

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Send a greeting email in Sakari for a newly added contact in Insightly

Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from Sakari each time 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 a new message in Sakari.
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Send a greeting email in Sakari for a newly added contact in Insightly

Insightly + Sakari

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Add a new contact in Sakari when a new contact is added in Insightly

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Sakari every time a contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Sakari.
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Add a new contact in Sakari when a new contact is added in Insightly

Insightly + Sakari

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Create a new contact in Sakari whenever a new contact is created in Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Sakari whenever 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 creates a new contact in Sakari.
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Create a new contact in Sakari whenever a new contact is created in Insightly

Insightly + Sakari

Build your own integrations between Insightly and Sakari

Connect Insightly and Sakari with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Sakari 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

Contact opted out

Triggers when a contact opts-out from text messaging

Contact opted in

Triggers when a contact opts-in for text messaging

Message received

Triggers when a new message is received

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact is created

Contact removed

Triggers when a contact is deleted

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 message

Sends a new message

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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 Sakari?

Sakari is a cloud-based text messaging service that allows businesses to send SMS reminders, alerts, confirmations, and marketing campaigns.

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.

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.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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