Insightly + JustCall Integrations
How to connect Insightly + JustCall
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Popular Insightly + JustCall workflows
Create records in Insightly from new calls ended in JusCall
Create records in Insightly from new calls ended in JusCall
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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 AppointmentTriggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)Trigger- JustCall
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Scheduled
Trigger
- JustCall
Triggers when a new contact is added to your JustCall address book.
Scheduled
Trigger
- JustCall
Triggers when a new text is sent from (or received on) your JustCall numbers
Scheduled
Trigger
- JustCall
Triggers whenever there is a new voicemail
Instant
Trigger
- JustCall
Triggers when you add/update notes and disposition codes for a particular call
Instant
Trigger
- JustCall
This action allows you to add a contact to an existing Sales Dialer Campaign.
Scheduled
Action
- JustCall
Helps you check if you have received a reply from a number on one or across all of your JustCall numbers
Scheduled
Action
- JustCall
Creates a Contact
Scheduled
Action
- JustCall
This action allows you to delete a contact from an existing Sales Dialer Campaign
Scheduled
Action
- JustCall
Allows you to drop a multimedia text message
Scheduled
Action
- JustCall
This action allows you to schedule a text message. This message goes out at a particular date and time in future.
Scheduled
Action
- JustCall
Allows you to send a text message to any number
Scheduled
Action
- JustCall
updates the contact in Justcall
Scheduled
Action
- JustCall
Finds a contact
Scheduled
Action
How Insightly + JustCall Integrations Work
- Step 1: Authenticate Insightly and JustCall.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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