Integrate Insightly with Wave
Send information between Insightly and Wave automatically, without writing any code, using Zoho Flow.
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Add new Insightly contacts as customers in Wave
How it works
Add new Insightly contacts as customers in Wave
Insightly + Wave
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Supported triggers and actions
Integrate Insightly and Wave 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
Product created
Triggers when a new product is created for the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Customer created
Triggers when a new customer is added to the selected business
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 invoice
Creates a new invoice for the selected business
Create customer
Creates a customer for the selected business
Send invoice
Sends the created invoice to the specified email address
Create product
Creates a product for the selected business
Fetch product
Fetches the details of an existing product
Fetch customer
Fetches the details of an existing customer
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 Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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.
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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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