Integrate Instantly with SmartSuite
Send information between Instantly and SmartSuite automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Instantly and SmartSuite using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Campaign completed
Triggers when an existing campaign is completed
Solution created
Triggers when a new solution is created
App created
Triggers when a new app is created
Record updated
Triggers when the details of an existing record is updated in an application
Record created
Triggers when a new record is created in an application
Comment created
Triggers when a new comment is created
All Actions - Actions are the automated tasks
Create custom tag
Creates a new custom tag
Add tag to campaign
Adds a custom tag to an existing campaign
Add lead to campaign
Adds a lead to an existing campaign
Update lead status
Updates the status of the specified lead
Add lead to list
Adds a lead to an existing list
Remove tag from campaign
Removes a tag from campaign
Reply to an email
Sends reply to an email received
Fetch custom tag
Fetches the details of an existing custom tag
Fetch list
Fetches the details of an existing list
Fetch campaign
Fetches the details of an existing campaign
Delete lead
Deletes the specified lead
Create solution
Creates a new solution
Create app
Creates a new app
Create comment
Creates a new comment
Create record
Creates a new record in an app
Update record
Updates the details of an existing record
Fetch comment
Fetches the details of an existing comment using ID
Fetch solution
Fetches the details of an existing solution using ID
Fetch record
Fetches the details of an existing record using ID
Fetch App
Fetches the details of an existing app using ID
What is Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and more.
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What is SmartSuite?
SmartSuite is a collaborative work management platform that helps organizations plan, overlook, manage, and track any workflows.
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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.
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.
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