Insightly + Proposify + Constant Contact Integrations

How to connect Insightly + Proposify + Constant Contact

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Do even more with Insightly + Proposify + Constant Contact

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Proposify, and Constant Contact. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
New Contact
Triggers when a new contact is added to your account.
Trigger
Scheduled
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New List
Triggers when a new list is added.
Trigger
Scheduled
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- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- ListRequired
Action
Write
- Contact IDRequired
- Update SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- EmailRequired
- Status
Action
Search

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Action
Write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- CampaignRequired
- Campaign ActivityRequired
Trigger
Scheduled
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New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Trigger
Scheduled
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- Create SourceRequired
- EmailRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
- Status
- Create SourceRequired
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- Anniversary
- Birthday Month
- Birthday Day
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Search or write

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How Insightly + Proposify + Constant Contact Integrations Work

Step 1: Authenticate Insightly, Proposify, and Constant Contact.
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.

Connect apps

Connect Insightly + Proposify + Constant Contact

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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