Insightly + LEX Reception

Create new Insightly records from new LEX Reception messages

Start managing your new messages from the LEX Reception app more efficiently. With this workflow, every new message sent in LEX Reception will create a new record in Insightly. This automation streamlines your data entry process, helping to avoid missed follow-ups or lost information, keeping all your important data in one place for easy accessibility and management.

When this happens...
New Message
Triggers when a new message is taken.
TriggerInstant
automatically do this!
Create Record
Creates a Record
ActionWrite

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Supported triggers and actions

What does this mean?

New Message
Triggers when a new message is taken.
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search

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.

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