Integrate Insightly with Clickatell

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

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

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in Clickatell 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 a new SMS in Clickatell.
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Send a welcome email in Clickatell when a new contact is created in Insightly

Insightly + Clickatell

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Supported triggers and actions

Integrate Insightly and Clickatell using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Send SMS

Sends a new SMS

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 Clickatell?

Clickatell is a bulk SMS and online messaging service provider. You can send text messages to targeted audience, reach customers across different carriers and countries, and view reports in real time.

Phone/SMS Popular

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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