Insightly + WhatsApp Notifications

Send messages via WhatsApp Notifications for new records in Insightly

Receive timely WhatsApp messages whenever there's a new record update in Insightly. This process enhances your work efficiency by providing immediate notifications directly to your mobile device, reducing the need for manual checking. Stay abreast of all updates and streamline your work with this efficient workflow that ensures you'll never miss any Insightly activity.

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