Wheelbase + Insightly Integrations
How to connect Wheelbase + Insightly
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Status
Default will trigger on a new booking regardless of the status.
Try It
New Message
Triggers when a new message is created.
Try ItVehicleRequired
Start DateRequired
End DateRequired
Renter TypeRequired
Default is "New Renter".
EmailRequired
First Name
Last Name
Phone
Locale
Street Address
Apartment/Suite/Other
City
State
Postal Code
County
Country
New Customer
Triggers when a new customer is created.
Try ItNew Rental
Triggers when a new rental is created.
Try ItReservationRequired
Vehicle
Start Date
End Date
Pickup Street Address
Pickup Apartment/Suite/Other
Pickup City
Pickup State
Pickup Postal Code
Pickup Country
Pickup Latitude
Pickup Longitude
Dropoff Street Address
Dropoff Apartment/Suite/Other
Dropoff City
Dropoff State
Dropoff Postal Code
Dropoff Country
Dropoff Latitude
Dropoff Longitude
Name of VehicleRequired
TypeRequired
Please select a vehicle type.
Vehicle Year
Vehicle MakeRequired
Vehicle modelRequired
Location
Description
How Wheelbase + Insightly Integrations Work
- Step 1: Authenticate Wheelbase 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.
About Wheelbase
All-in-one rentals suite that combines rental management software with $1M in insurance coverage.
Related categories
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.
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