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Send new Insightly tasks to Quote Roller as new proposals

  1. When this happensStep 1: New Task

  2. Then do thisStep 2: Create Proposal

Feeling like it takes too long to get the data for all the Quote Roller proposals you should be making? We'll create them for you if you set up this Quote Roller Insightly integration. From then on, every new task you create on Insightly will trigger a new proposal on Quote Roller automatically, copying all the information you need to land that deal as quickly as possible.

How It Works

  1. A new task is created on Insightly
  2. Zapier automatically creates a proposal on Quote Roller

What You Need

  • Insightly account
  • Quote Roller account
Try It

Connect Insightly + Quote Roller in Minutes

It's easy to connect Insightly + Quote Roller 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.

Create Contact

Creates a contact

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.

Create Company

Create a company that can be used for proposals

Create Note

Creates a new note on a proposal

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