Insightly + Jotform + Wheelbase Integrations
How to connect Insightly + Jotform + Wheelbase
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Do even more with Insightly + Jotform + Wheelbase
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, Jotform, and Wheelbase. And don’t forget that you can add more apps and actions to create complex workflows.
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New SubmissionTriggers when a new submission has been added to a specific form.Trigger- Jotform
Triggers when a signed document is received.
Scheduled
Trigger
- Jotform
Invite assignees to complete your form
Scheduled
Action
- Jotform
Invite assignees to complete your pre-populated form
Scheduled
Action
- Jotform
Generate a new submission for your form
Scheduled
Action
- Wheelbase
Triggers when a new reservation is created or when a reservation's status changes.
Scheduled
Trigger
- Wheelbase
Triggers when a new customer is created.
Scheduled
Trigger
- Wheelbase
Triggers when a new message is created.
Scheduled
Trigger
- Wheelbase
Triggers when a new rental is created.
Scheduled
Trigger
- Wheelbase
Create a new reservation.
Scheduled
Action
- Wheelbase
Update an existing reservation.
Scheduled
Action
- Wheelbase
Create a new customer.
Scheduled
Action
- Wheelbase
Create a new rental.
Scheduled
Action
- Wheelbase
Search for a customer.
Scheduled
Action
- Wheelbase
Search for a rental.
Scheduled
Action
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How Insightly + Jotform + Wheelbase Integrations Work
- Step 1: Authenticate Insightly, Jotform, and Wheelbase.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.
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