When this happens...
InsightlyNew Contact
Then do this...
Practice IgnitionCreate 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Project

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

Create Note

Create a new note in your Insightly account.

New Organization

A new organization was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

Updated Contact

Triggers when a contact is updated.

Create Opportunity

Create a new opportunity in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Practice Ignition is everything you need to create winning proposals, get paid and manage your growing client base.

See Practice Ignition Integrations