Integrate Insightly with SignalWire

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

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Send a welcome email in SignalWire for a recently created contact in Insightly

Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in SignalWire whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow sends a text message in SignalWire.
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Send a welcome email in SignalWire for a recently created contact in Insightly

Insightly + SignalWire

Build your own integrations between Insightly and SignalWire

Connect Insightly and SignalWire 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 SignalWire 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

Text message received

Triggers when a new text message is received

Phone call created

Triggers when a new phone call is created

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 text message

Sends a text message

Make call

Makes a phone call

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 SignalWire?

SignalWire is a cloud communication platform that provides voice, messaging, and video services. It lets you automate SMS marketing, interactive voice responses and more.

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.

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Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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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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