Integrate Insightly with Toky

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

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Create a contact in Toky each time a contact is created 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 Toky 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 Toky phone directory in Toky.
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Create a contact in Toky each time a contact is created in Insightly

Insightly + Toky

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Add a new contact in Toky whenever a new contact is added in Insightly

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Toky 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 Toky phone directory in Toky.
+

Add a new contact in Toky whenever a new contact is added in Insightly

Insightly + Toky

Build your own integrations between Insightly and Toky

Connect Insightly and Toky 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 Toky 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 voicemail

Trigger when there is a new voicemail in Toky.

Call made or received

Trigger when there is an inbound or outbound call in Toky

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

Create contact

Creates a new contact in Toky phone directory

Fetch voicemail

Fetches the details of a voicemail recording URL based on voicemail ID

Find contact

Finds an existing contact in Toky by phone number

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 Toky?

Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.

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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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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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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