How to connect Insightly + RegFox
Zapier lets you send info between Insightly and RegFox automatically—no code required.
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
- New DonationNew Donation.Trigger
Triggers when a new order is placed on your published Regfox page.
Triggers when a new registrant has successfully submitted themselves through your published Regfox page.
- Step 1: Authenticate Insightly and RegFox.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.