Integrate Dwolla with Insightly
Send information between Dwolla and Insightly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dwolla and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
Funding source created
Triggers when a new funding source is created for the selected customer
Document created
Triggers when a new document is created for a user
Customer created
Triggers when a new customer is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create funding source
Adds a bank or credit union account to a customer
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Project
Creates a new project
Create Contact
Creates a new contact
What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
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
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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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
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CEO, Fabricroot
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
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Technical and Operations Head, TruAct
