Integrate Insightly with SpringEdge

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

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Send a welcome email in SpringEdge for a recently created contact in Insightly

Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in SpringEdge 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 an SMS to the specified mobile number in SpringEdge.
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Send a welcome email in SpringEdge for a recently created contact in Insightly

Insightly + SpringEdge

Build your own integrations between Insightly and SpringEdge

Connect Insightly and SpringEdge with over 750+ 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 SpringEdge 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 unicode SMS

Sends a unicode SMS to the specified recipient

Send SMS

Sends an SMS to the specified mobile number

Fetch delivery status

Fetches the delivery status of an SMS using message 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 SpringEdge?

SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.

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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