Integrate Ultimate Member with Insightly
Send information between Ultimate Member and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Insightly for each new form submission received via Ultimate Member
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly from the responses collected via Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Ultimate Member
Ultimate Member + Insightly
Build your own integrations between Ultimate Member and Insightly
Connect Ultimate Member and Insightly 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 Ultimate Member and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User account updated
Triggers when the details of a user account is updated
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
User profile updated
Triggers when the details of a user profile is updated
User status changed
Triggers when the status of a user is updated
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
All Actions - Actions are the automated tasks
Update user status
Updates the status of an existing user
Fetch user
Fetches the details of an existing user
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
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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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
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
