Insightly + Wufoo Integrations

How to connect Insightly + Wufoo

Zapier lets you send info between Insightly and Wufoo automatically—no code required.

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Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
Triggers 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
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

New Entry (poll)
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
Trigger
Scheduled

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.

Connect apps

Connect Insightly + Wufoo

Wufoo Tutorials

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