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 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

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 to the specified mobile number

Send unicode SMS

Sends a unicode SMS to the specified recipient

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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