Integrate Insightly with ClockworkSMS
Send information between Insightly and ClockworkSMS automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in ClockworkSMS for a recently created contact in Insightly
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in ClockworkSMS whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new text message in ClockworkSMS.
Send a welcome email in ClockworkSMS for a recently created contact in Insightly
Insightly + ClockworkSMS
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Supported triggers and actions
Integrate Insightly and ClockworkSMS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
SMS delivered
Triggers when delivery report is generated for an SMS you sent
SMS received
Triggers when an SMS is received
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
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
Send SMS
Sends a new text message
Fetch account credits
Fetches details of credits available in your account
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 ClockworkSMS?
ClockworkSMS is a text message API to send and receive texts through your application. It lets you send texts to anywhere in the world, receive delivery receipts, and pay only for messages you send.
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
