Integrate Insightly with D7 SMS
Send information between Insightly and D7 SMS automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in D7 SMS when a new contact is created in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from D7 SMS each time 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 to the specified recipients in D7 SMS.
Send a welcome email in D7 SMS when a new contact is created in Insightly
Insightly + D7 SMS
Build your own integrations between Insightly and D7 SMS
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Supported triggers and actions
Integrate Insightly and D7 SMS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Send SMS
Sends an SMS to the specified recipients
Fetch balance
Fetches the D7 SMS balance
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.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
