Bonjoro + Insightly

Bonjoro + Insightly integrations

Create tasks in Bonjoro for each new record in Insightly

When a new record is added in Insightly, this workflow instantly creates a task in Bonjoro. This automation helps you manage your tasks directly from your CRM data, streamlining your workflow, and saving time on manual data entry. Stay organized and focused on your business without worrying about extra steps.

When this happens...
New RecordTriggers when a new record is created.
TriggerInstant
automatically do this!
Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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More things you can do with Insightly and Bonjoro

Discover other triggers and actions you can use with Insightly and Bonjoro

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
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Workspaces
List of available Workspaces
Trigger
Polling
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- Email Address
  Required
- First Name
- Last Name
- Workspace
  Required
- Message Template
- Reason
Action
Write

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Action
Write
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
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Message Templates
List of available Message Templates
Trigger
Polling
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About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn moreLearn moreHelpHelp

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Customer Appreciation

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About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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