Insightly + Constant Contact + Proposify Integrations

How to connect Insightly + Constant Contact + Proposify

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Do even more with Insightly + Constant Contact + Proposify

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Constant Contact, and Proposify. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
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.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

New Contact
Triggers when a new contact is added to your account.
Trigger
Scheduled

Constant Contact
Triggers when a recipient opens an email from a specified campaign activity.
Scheduled
Trigger
Constant Contact
Triggers when a new list is added.
Scheduled
Trigger
Constant Contact
Creates a contact on a specific list in your account.
Scheduled
Action
Constant Contact
Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived.
Scheduled
Action
Constant Contact
Find Contact by email or create a new one.
Scheduled
Action
Constant Contact
Find Contact by email or create a new one.
Scheduled
Action
Proposify
Triggers when a client has left a comment on the client view.
Instant
Trigger
Proposify
Triggers when a user creates a new client.
Instant
Trigger
Proposify
Triggers when a proposal is created.
Instant
Trigger
Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
Proposify
Triggers when a proposal is accepted by a client.
Instant
Trigger
Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action

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How Insightly + Constant Contact + Proposify Integrations Work

Step 1: Authenticate Insightly, Constant Contact, and Proposify.
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.

Connect apps

Connect Insightly + Constant Contact + Proposify

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 more