Insightly + WhatsApp Notifications

Send WhatsApp Notifications messages for new Insightly leads

Generate essential connections quickly and efficiently with this workflow. As soon as you capture a new lead in Insightly, a message is sent out immediately through WhatsApp Notifications. This automation not only saves time but also enables immediate engagement, ensuring that potential clients receive timely and personalized communication.

When this happens...
New Record
Triggers when a new record is created.
TriggerInstant
automatically do this!
Send Message
Sends a message to a WhatsApp user.
ActionWrite

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Supported triggers and actions

- 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 ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- TemplateRequired
Action
Write

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 more