Integrate Insightly with Yournotify

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

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Add a new contact in Yournotify 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 Yournotify for new contacts 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 or updates the details of an existing contact in Yournotify.
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Add a new contact in Yournotify when a new contact is added in Insightly

Insightly + Yournotify

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

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Yournotify 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 creates a new contact or updates the details of an existing contact in Yournotify.
+

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

Insightly + Yournotify

Build your own integrations between Insightly and Yournotify

Connect Insightly and Yournotify 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 Yournotify 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

Updated contact

Triggers when the details of an existing contact are updated

New SMS campaign

Triggers when a new SMS campaign is created

New email campaign

Triggers when a new email campaign is created

New list

Triggers when a new list 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

Create SMS campaign for contact list

Creates a new SMS campaign for an existing contact list

Create or update contact

Creates a new contact or updates the details of an existing contact

Create email campaign for contact list

Creates a new email campaign for the given contact list

Create list

Creates a new list

Fetch list

Fetches the details of an existing list by list ID or list name

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 Yournotify?

Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.

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.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

Toto

Technical Engineer, Master Liveaboards

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