Integrate Insightly with ClickSend
Send information between Insightly and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in ClickSend for a recently created contact in Insightly
Send personalized welcome emails to every new contact in your relationship management software. This workflow ensures that a welcome email is sent in ClickSend whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new SMS in ClickSend.
Send a welcome email in ClickSend for a recently created contact in Insightly
Insightly + ClickSend
Set up a new contact in ClickSend when a contact is created in Insightly
Achieve flawless duplication of contact information by avoiding human errors. This flow will create a contact in ClickSend every time a 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 ClickSend.
Set up a new contact in ClickSend when a contact is created in Insightly
Insightly + ClickSend
Add a new contact in ClickSend whenever a new contact is added in Insightly
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in ClickSend whenever 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 ClickSend.
Add a new contact in ClickSend whenever a new contact is added in Insightly
Insightly + ClickSend
Build your own integrations between Insightly and ClickSend
Connect Insightly and ClickSend 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 ClickSend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
Contact added
Triggers when a new contact is added to the specified list
SMS received
Triggers when a new SMS is received
All Actions - Actions are the automated tasks
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Create contact list
Creates a new contact list
Send email campaign
Sends a new email campaign
Create contact
Creates a new contact
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Send MMS
Sends a new MMS
Send SMS
Sends a new SMS
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send fax
Sends a new fax
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Transfer contact to list
Moves an existing contact from one list to another
Update contact list
Updates the details of an existing contact list
Fetch contact list
Fetches a contact list by name
Update contact
Updates the details of an existing contact by ID
Copy contact to list
Copies an existing contact from one list to another
Fetch contact
Fetches the details of an existing contact
Fetch email campaign
Fetches the details of an existing email campaign
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 ClickSend?
ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, fax, and letters worldwide.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
