Integrate Insightly with Twilio

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

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Send a greeting email in Twilio 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 in Twilio when 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 WhatsApp or SMS message to the listed numbers in Twilio.
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Send a greeting email in Twilio for a newly added contact in Insightly

Insightly + Twilio

Build your own integrations between Insightly and Twilio

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Supported triggers and actions

Integrate Insightly and Twilio 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

WhatsApp message received

Triggers when a new WhatsApp message from a customer is received

SMS message sent or received

Triggers when a new SMS is sent or received

SMS message received

Triggers when a new SMS 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

Send SMS or WhatsApp message

Sends a WhatsApp or SMS message to the listed numbers

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 Twilio?

Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system.

Phone/SMS Popular

Build comprehensive workflows using

Webhook triggers

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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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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

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Technical Engineer, Master Liveaboards

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