Integrate Insightly with Voucherify
Send information between Insightly and Voucherify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Voucherify 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
Redemption succeeded
Triggers when a redemption is successful
Voucher created
Triggers when a new voucher is created
Redemption status occurred
Triggers when one or more redemptions or rollback statuses have occurred
Customer added
Triggers when a new customer is added
Campaign created
Triggers when a new campaign is created
Voucher gift balance added
Triggers when a balance amount is added to a gift voucher
Business validation rule created
Triggers when a new business validation rule is created
Customer rewarded
Triggers when a customer receives a reward
Promotion tier created
Triggers when a promotion is created in Campaigns
Voucher publication succeeded
Triggers when a voucher code is published to a customer.
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
Create voucher
Publishes a new voucher code
Create customer
Creates a new customer
Update customer consent
Updates the marketing permissions for the specified customer
Update customer
Updates the details of an existing customer by their customer ID or source ID
Fetch customer
Fetches the details of an existing customer by their customer ID or source ID
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.
Similar apps
What is Voucherify?
Voucherify is an API-centric promotion engine that empowers marketers to quickly launch and efficiently manage promotions such as coupons, gift cards, referrals, and more.
Similar apps
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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