Integrate Insightly with BulkSMS
Send information between Insightly and BulkSMS automatically, without writing any code, using Zoho Flow.
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Dispatch a welcome message in BulkSMS for newly created contacts in Insightly
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in BulkSMS whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends a new message to one or more specified recipients in BulkSMS .
Dispatch a welcome message in BulkSMS for newly created contacts in Insightly
Insightly + BulkSMS
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Supported triggers and actions
Integrate Insightly and BulkSMS using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
Message received
Triggers when a new message is received
Message failed
Triggers when a message is failed
Message initiated
Triggers when a new message is initiated
Message delivered
Triggers when a message is delivered
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Project
Creates a new project
Create Contact
Creates a new contact
Block phone number
Adds a new phone number to the blocked phone numbers list
Send message
Sends a new message to one or more specified recipients
Schedule message
Schedules a message
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 BulkSMS?
BulkSMS is a mass SMS service provider platform that lets users send mass texts nationally and internationally.
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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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Founder and CEO, Alps Education
Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
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Founder and CEO, QPayPro
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CEO, SHARC Energy
