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
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
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new text message in EZ Texting.
Send a greeting email in EZ Texting for a newly added contact in Insightly
Insightly + EZ Texting
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
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in EZ Texting.
Add a new contact in EZ Texting when a new contact is added in Insightly
Insightly + EZ Texting
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
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in EZ Texting.
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
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Supported triggers and actions
Integrate Insightly and EZ Texting 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
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 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
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch delivery report
Fetches the delivery report of the specified message
Move message to folder
Moves a message to the selected folder
Send SMS
Sends a new text message
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.
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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.
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