Docsify
When this happens...
DocsifyNew Document Viewed
Then do this...
InsightlyCreate Task

A ton of tasks need to be done every single day. What could worse than creating them in your Insightly CRM manually? With this Docsify-Insightly CRM integration, you will always have tasks created for you on autopilot. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Insightly CRM.

How this Docsify-Insightly CRM integration works

  1. The attached Docsify document was opened and viewed by the recipient.
  2. Zapier automatically creates a new task on Salesforce CRM

Apps involved

  • Docsify
  • Insightly CRM

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Docsify + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Opened

Trigger when the email was opened.

Create Contact

Create a new contact in your Insightly account.

New Document Downloaded

Trigger when the document was downloaded.

Create Task

Create a new task in your Insightly account.

New Document Opened

Trigger when the document was opened.

Create Note

Create a new note in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

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Become a Zapier Integration Partner

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

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.

See Insightly Integrations