![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Integrate Insightly with Helpwise
Send information between Insightly and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Create a new contact in Helpwise whenever a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Helpwise 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 Helpwise.
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Create a new contact in Helpwise whenever a new contact is created in Insightly
Insightly + Helpwise
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Insightly and Helpwise
Connect Insightly and Helpwise with over 850+ 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 Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Send SMS
Sends an SMS message to the specified customer
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Send email
Sends an email to the specified customer
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/helpwise.png)
Send WhatsApp message
Sends a WhatsApp message to the specified customer
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 Helpwise?
Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.
Similar apps
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