Integrate Insightly with GatewayAPI

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

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Send a welcome email in GatewayAPI when a new contact is created in Insightly

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in GatewayAPI 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 sends an SMS message to a specified group of recipients in GatewayAPI.
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Send a welcome email in GatewayAPI when a new contact is created in Insightly

Insightly + GatewayAPI

Build your own integrations between Insightly and GatewayAPI

Connect Insightly and GatewayAPI with over 1000+ 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 GatewayAPI using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Send SMS message

Sends an SMS message to a specified group of recipients

Schedule SMS message

Schedules the specified outgoing SMS messages

Fetch message

Fetch details of the specified SMS message

Fetch balance

Fetches the details of your account balance

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 GatewayAPI?

GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.

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.

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Logic

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

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Custom functions

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

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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