How to connect Azendoo + Insightly
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- New Task Assigned to MeTriggers when a user sends me a task.Trigger
- New Completed TaskTriggers when a task is marked as completed.Trigger
- New TaskTriggers when a user creates a task.Trigger
- Create New ActivityTriggers a new activity by the app.Action
- Send New MessageCreates a new conversation.Action
- Create SubjectCreates a new subject.Action
- Create TaskCreates a new task.Action
- Deleted RecordTriggers when a record is deleted.Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Azendoo + Insightly Integrations Work
- Step 1: Authenticate Azendoo and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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