How to connect Insightly + Wufoo
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- 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 Entry (poll)Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.Trigger
- Wufoo
Triggers when a new field is added to a form.
Scheduled
Trigger
- Wufoo
Triggers when you build a new form.
Scheduled
Trigger
- Wufoo
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
Instant
Trigger
- Wufoo
Triggers when someone fills out your form.
Instant
Trigger
- Wufoo
Creates a new entry in Wufoo for a form and data you select (except not files).
Scheduled
Action
- Wufoo
Creates a new entry in Wufoo for a form and data you select.
Scheduled
Action
- Wufoo
Find a form submission by a field and its value.
Scheduled
Action
How Insightly + Wufoo Integrations Work
- Step 1: Authenticate Insightly and Wufoo.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.
Wufoo Tutorials
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