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
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new task on Salesforce CRM
- Insightly CRM
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Trigger when the email was opened.
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Trigger when the document was downloaded.
Create a new task in your Insightly account.
Trigger when the document was opened.
Create a new note in your Insightly account.
A new contact was created in your Insightly account.
Create a new organization in your Insightly account.
A new task was created in your Insightly account.
Create a new opportunity in your Insightly account.