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Create Practice Ignition clients when new Insightly contacts are created

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Client

Be ready to create and send a proposal from Practice Ignition immediately after you meet a new contact! With the help of this Inightly-Practice Ignition integration, when a new contact is added in Insightly, a new client is automatically created in Practice Ignition.

How this Insightly-Practice Ignition integration works

  1. A new contact is created in Insightly
  2. Zapier creates a new client in Practice Ignition

Apps involved

  • Insightly
  • Practice Ignition
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Connect Insightly + Practice Ignition in Minutes

It's easy to connect Insightly + Practice Ignition and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

Triggers when a new project is created within your Insightly account.

Updated Contact

Triggers when a contact is updated.

InstantProposal State Changed

Triggers when a proposal's state changes.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

InstantProposal Accepted

Triggers when a proposal is accepted.

InstantService Accepted by Client

Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.