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Insightly + NiceJob

Create or update persons in NiceJob for every new record in Insightly

This workflow promptly delivers information from Insightly to NiceJob whenever a new record is created. With this automation, every new Insightly entry swiftly results in creating or updating a Person in NiceJob, ensuring your database stays fresh and coordinated. Simplify your data management and save time by streamlining the transfer of information between the two platforms.

This workflow promptly delivers information from Insightly to NiceJob whenever a new record is created. With this automation, every new Insightly entry swiftly results in creating or updating a Person in NiceJob, ensuring your database stays fresh and coordinated. Simplify your data management and save time by streamlining the transfer of information between the two platforms.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    NiceJobNiceJob
    Create or Update Person

    Creates a new Person or updates an exisitng person with the given email.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
  • NiceJob triggers, actions, and search

    Person Created or Updated

    Triggers when a new person is created or an existing person is updated.

    Trigger
    Instant
    Try It
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insightly logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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nicejob logo
nicejob logo

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

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