Ratecard + Insightly Integrations

How to connect Ratecard + Insightly

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Supported triggers and actions

What does this mean?

New Feedback
Triggers 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
Instant
Create or Update Contact
Creates a new contact or updates an existing contact.
Action
Write
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

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.

Connect apps

Connect Ratecard + Insightly

About Ratecard

Ratecard is the online feedback and reputation management tool that helps you to collect feedback and reviews on autopilot.

Related categories

Forms & Surveys

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