Integrate Insightly with Sakari

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

Explore prebuilt integration flows to get started

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Send a greeting email in Sakari 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 Sakari 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 sends a new message in Sakari.
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Send a greeting email in Sakari for a newly added contact in Insightly

Insightly + Sakari

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Add a new contact in Sakari when a new contact is added in Insightly

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in Sakari every time a 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 Sakari.
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Add a new contact in Sakari when a new contact is added in Insightly

Insightly + Sakari

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Create a new contact in Sakari whenever a new contact is created in Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Sakari whenever 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 Sakari.
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Create a new contact in Sakari whenever a new contact is created in Insightly

Insightly + Sakari

Build your own integrations between Insightly and Sakari

Connect Insightly and Sakari with over 800+ 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 Sakari 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

Contact opted in

Triggers when a contact opts-in for text messaging

Message received

Triggers when a new message is received

Contact opted out

Triggers when a contact opts-out from text messaging

Contact removed

Triggers when a contact is deleted

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact 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 message

Sends a new message

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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 Sakari?

Sakari is a cloud-based text messaging service that allows businesses to send SMS reminders, alerts, confirmations, and marketing campaigns.

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.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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