Integrate Insightly with Voucherify

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

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Supported triggers and actions

Integrate Insightly and Voucherify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

Redemption succeeded

Triggers when a redemption is successful

Voucher created

Triggers when a new voucher is created

Redemption status occurred

Triggers when one or more redemptions or rollback statuses have occurred

Customer added

Triggers when a new customer is added

Campaign created

Triggers when a new campaign is created

Voucher gift balance added

Triggers when a balance amount is added to a gift voucher

Business validation rule created

Triggers when a new business validation rule is created

Customer rewarded

Triggers when a customer receives a reward

Promotion tier created

Triggers when a promotion is created in Campaigns

Voucher publication succeeded

Triggers when a voucher code is published to a customer.

All Actions - Actions are the automated tasks

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create voucher

Publishes a new voucher code

Create customer

Creates a new customer

Update customer consent

Updates the marketing permissions for the specified customer

Update customer

Updates the details of an existing customer by their customer ID or source ID

Fetch customer

Fetches the details of an existing customer by their customer ID or source ID

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 Voucherify?

Voucherify is an API-centric promotion engine that empowers marketers to quickly launch and efficiently manage promotions such as coupons, gift cards, referrals, and more.

Sales Automation

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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