Integrate Insightly with Nexmo
Send information between Insightly and Nexmo automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in Nexmo for newly created contacts in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email in Nexmo when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS in Nexmo.
Dispatch a welcome message in Nexmo for newly created contacts in Insightly
Insightly + Nexmo
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Supported triggers and actions
Integrate Insightly and Nexmo 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
Delivery receipt generated
Triggers when a new delivery receipt is generated
SMS received
Triggers when a new 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 an SMS
Send WhatsApp verification
Sends a WhatsApp verification
Send WhatsApp message
Sends a new WhatsApp 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.
Similar apps
What is Nexmo?
Nexmo provides APIs for SMS, voice, and phone verifications. You can replace passwords with single-use codes, validate phone numbers, and reach out to customers over multiple channels.
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.
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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
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
