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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Action Item Created" from Carbon Voice.

Add your action

An action happens after the trigger—such as "Create Record" in Insightly.

You’re connected!

Zapier seamlessly connects Carbon Voice and Insightly, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- Prompt Type
- Language
  Required
Trigger
Instant
Try It
- Label
  Required
Trigger
Instant
Try It
- Workspace ID
Trigger
Instant
Try It

- Link Attachment URL
  Required
- Message ID
  Required
Action
Write
- Title
  Required
- Container_type
  Required
- Container_id
  Required
- Assigned_to
- Due_date
- Notes_text
- Source_message_id
Action
Write

- Type
  Required
- Conversation
  Required
- Message ID to be Forwarded
- Body Type
  Required
- Message Text
- Message Pre-recorded ID (Deprecated, use just the *Message ID* instead. Will be removed after *2026-01-01*)
- Message ID or URL
- Link Attachment URL
Action
Write
- Message ID
  Required
- Label
  Required
Action
Write
- Action Item ID
  Required
- Title
- Notes_text
- Assigned_to
- Due_date
- Status
Action
Write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- System Prompt ID
  Required
- Language
  Required
Trigger
Instant
Try It
- Conversation
  Required
Trigger
Instant
Try It
- Workspace
- Folder(s)
Trigger
Instant
Try It
- Workspace
- Conversation
  Required
- User ID(s)
- Email(s)
- Phone(s)
- Role
Action
Write
- Prompt Type
- Message ID`s
  Required
- Language
  Required
Action
Write
- Transcript
- Audio File (Allowed Formats: MP3, WAV, AAC, OGG, FLAC, M4A, WMA, OPUS, WEBM). Overwrites Transcript.
- Links
- Workspace_id
- Folder_id
Action
Write
- Type
  Required
- Workspace ID
- User(s)
- User(s) Email(s)
- Message ID to be Forwarded
- Body Type
  Required
- Message Text
- Message Pre-recorded ID (Deprecated, use just the *Message ID* instead. Will be removed after *2026-01-01*)
- Message ID or URL
- Link Attachment URL
Action
Write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Carbon Voice and Insightly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Carbon Voice to Insightly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Carbon Voice

Carbon Voice lets you record voice memos and chat with your team. Transcriptions and quick AI Actions create structured text to turn your ideas into action.

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Related categories

Communication

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.

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Related categories

CRM (Customer Relationship Management)

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