Integrate Insightly with FireText

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

Explore prebuilt integration flows to get started

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Dispatch a welcome message in FireText for newly created contacts in Insightly

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from FireText 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 an SMS message in FireText.
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Dispatch a welcome message in FireText for newly created contacts in Insightly

Insightly + FireText

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Create a new contact in FireText when a new contact is created in Insightly

Keep your SMS marketing tool's contact information updated for smooth and efficient customer interactions. This flow will create a contact in FireText 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 FireText.
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Create a new contact in FireText when a new contact is created in Insightly

Insightly + FireText

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Generate a new contact in FireText each time 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 FireText 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 in FireText.
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Generate a new contact in FireText each time a new contact is created in Insightly

Insightly + FireText

Build your own integrations between Insightly and FireText

Connect Insightly and FireText 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 FireText 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

New message

Triggers when a new SMS message 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 message

Sends an SMS message

Create contact

Creates a new contact

Schedule message

Schedules an SMS message

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 FireText?

FireText is an SMS marketing tool. You can manage contacts in groups, track SMS messages, and convert SMS messages to emails.

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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