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Insightly + Sakari SMS

Create new contacts in Sakari SMS for every new record in Insightly

Manage your customer contacts more efficiently with this automation. When a new record is added in Insightly, it instantly creates a contact in the Sakari SMS app. Ensuring you can quickly send text messages to new contacts. The workflow offers a straightforward way to streamline your sales and communication process.

Manage your customer contacts more efficiently with this automation. When a new record is added in Insightly, it instantly creates a contact in the Sakari SMS app. Ensuring you can quickly send text messages to new contacts. The workflow offers a straightforward way to streamline your sales and communication process.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    Sakari SMSSakari SMS
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
insightly logo
insightly logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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sakari-sms logo
sakari-sms logo

About Sakari SMS

Sakari is a platform for sending and receiving SMS messages. Our platform is optimized for sending customized messages in bulk allowing recipients to feel more engaged with your business.

Related categories