Integrate Insightly with Picky Assist

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

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Dispatch a welcome message in Picky Assist for newly created contacts in Insightly

Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in Picky Assist whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
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Dispatch a welcome message in Picky Assist for newly created contacts in Insightly

Insightly + Picky Assist

Build your own integrations between Insightly and Picky Assist

Connect Insightly and Picky Assist with over 800+ 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 Picky Assist 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 message

Sends a new Whatsapp or SMS message

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 Picky Assist?

Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.

Notifications 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.

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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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Sales Director, Artico

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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