Insightly + Cogsworth Integration

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Cogsworth + Insightly Integration

Create Insightly task for new Cogsworth appointment

Creating task in Insightly is a great way to keep track of task that need to be completed when an appointment is created in your Cogsworth account.

With the help of this integration, when an appointment is created, a task will be automatically created in Insightly and will include the details of the appointment (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new appointment. You can then simply assign the task to someone on your team and they can get started!
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Cogsworth + Insightly Integration

Create Insightly opportunity for new Cogsworth appointment

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a opportunity in Insightly.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Cogsworth, it will trigger a corresponding opportunity creation in Insightly.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Insightly + Cogsworth Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Cogsworth
    Appointment is booked in Cogsworth Instant
  • Cogsworth
    Appointment is cancelled in Cogsworth Instant
  • Cogsworth
    Appointment is rescheduled in Cogsworth Instant
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
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