How to connect Insightly + Vainu
Zapier lets you send info between Insightly and Vainu 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 Buying SignalTriggers when a new signal happens in a prospect list of your choice.Trigger
Adds a given company to a selected static list if the company is found from the Vainu's database.
Finds a company from Vainu with a given parameter. You can then use this data e.g. to enrich CRM's data.
- Step 1: Authenticate Insightly and Vainu.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.