Insightly + Ninja Forms

Create Insightly notes from new Ninja Forms submissions

Effortlessly save and organize information from your Ninja Forms submissions by connecting it to Insightly. With this workflow, every time you receive a new form submission in Ninja Forms, a note will be created in Insightly, ensuring all essential details are captured and stored for easy reference. Streamline your data management process and enhance your productivity with this seamless integration.

When this happens...
New Form Submission
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Record
Creates a Record
ActionWrite

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Supported triggers and actions

New Form Submission
Triggers when a form is submitted.
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search

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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