Insightly
When this happens...
InsightlyNew Task
Then do this...
Quote RollerCreate 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

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

A new task was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Category

Triggers on a new category

Create Note

Create a new note in your Insightly account.

New Product

Triggers on a new product

Create Note

Creates a new note on a proposal

New Service

Triggers whenever a new service is added to your catalog

Create Company

Create a company that can be used for proposals

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ 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.

Learn More

Create polished, professional proposals in minutes.

See Quote Roller Integrations