How to connect Dubb + Insightly
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- New ContactLists the contacts.Trigger
- Form SubmissionTriggers on a new form submission.Trigger
- Get TrackTriggers on a new track.Trigger
- Create ContactCreates a new contact.Action
- Find ContactFinds a contact give.Action
- Find or Create ContactFinds a contact give.Action
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
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.).
Triggers when a record is updated.
Creates a Record
Updates a Record
Finds an existing Record
- Step 1: Authenticate Dubb 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.