Integrate Insightly with EZ Texting

Send information between Insightly and EZ Texting automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a greeting email in EZ Texting for a newly added contact in Insightly

Send personalized welcome emails to every new contact in your relationship management software. This flow will send a welcome email from EZ Texting each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow sends a new text message in EZ Texting.
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Send a greeting email in EZ Texting for a newly added contact in Insightly

Insightly + EZ Texting

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Add a new contact in EZ Texting when a new contact is added in Insightly

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in EZ Texting whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in EZ Texting.
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Add a new contact in EZ Texting when a new contact is added in Insightly

Insightly + EZ Texting

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Add a new contact in EZ Texting whenever a new contact is added in Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in EZ Texting each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in EZ Texting.
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Add a new contact in EZ Texting whenever a new contact is added in Insightly

Insightly + EZ Texting

Build your own integrations between Insightly and EZ Texting

Connect Insightly and EZ Texting with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and EZ Texting using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New message

Triggers when a new message is received

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

Send SMS

Sends a new text message

Update contact

Updates the details of an existing contact

Create contact

Creates a new contact

Move message to folder

Moves a message to the selected folder

Fetch delivery report

Fetches the delivery report of the specified message

Fetch contact

Fetches an existing contact by email, phone number, or both

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is EZ Texting?

EZ Texting is a text marketing platform. You can schedule reminders, send messages to mobile and non-mobile numbers, and track spikes in engagement.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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