Insightly + Paperless Forms
Create records in Insightly when new entries are made in Paperless Forms
Effortlessly keep your Insightly records up-to-date with new information from Paperless Forms. This workflow triggers when a new entry is submitted in Paperless Forms and instantly updates the corresponding record in Insightly. Save time and simplify your data management process with this seamless integration.
Effortlessly keep your Insightly records up-to-date with new information from Paperless Forms. This workflow triggers when a new entry is submitted in Paperless Forms and instantly updates the corresponding record in Insightly. Save time and simplify your data management process with this seamless integration.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Update Record
Updates a Record
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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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About Paperless Forms
Paperless Forms allows you to easily create and send custom forms on any device.