Integrate Insightly with EZ Texting

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

Explore prebuilt integration flows to get started

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Send a greeting email in EZ Texting for a newly added contact in Insightly

Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from EZ Texting each time 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 text message in EZ Texting.
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Send a greeting email in EZ Texting for a newly added contact in Insightly

Insightly + EZ Texting

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Add a new contact in EZ Texting when a new contact is added in Insightly

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in EZ Texting 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 creates a new contact in EZ Texting.
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Add a new contact in EZ Texting when a new contact is added in Insightly

Insightly + EZ Texting

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Add a new contact in EZ Texting whenever a new contact is added in Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in EZ Texting each time 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 creates a new contact in EZ Texting.
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Add a new contact in EZ Texting whenever a new contact is added in Insightly

Insightly + EZ Texting

Build your own integrations between Insightly and EZ Texting

Connect Insightly and EZ Texting 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 EZ Texting 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

New contact

Triggers when a new contact is created

New message

Triggers when a new message 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

Update contact

Updates the details of an existing contact

Send SMS

Sends a new text message

Fetch delivery report

Fetches the delivery report of the specified message

Move message to folder

Moves a message to the selected folder

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact by email, phone number, or both

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 EZ Texting?

EZ Texting is a text marketing platform. You can schedule reminders, send messages to mobile and non-mobile numbers, and track spikes in engagement.

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.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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