How to connect Ratecard + Insightly
Zapier lets you send info between Ratecard and Insightly automatically—no code required.
When this happens...
automatically do this!
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- New FeedbackTriggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.Trigger
- Create or Update ContactCreates a new contact or updates an existing contact.Action
- 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
- Insightly
Finds an existing Record
Scheduled
Action
How Ratecard + Insightly Integrations Work
- Step 1: Authenticate Ratecard and Insightly.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.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.