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Create Notion (Beta) database item for new Insightly opportunity
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Insightly + Notion (Beta) Integration
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Popular Insightly + Notion (Beta) Workflows
Create Notion (Beta) database item for new Insightly opportunity
Insightly + Notion (Beta) Integration
Create Notion (Beta) database item for new Insightly organisation
Insightly + Notion (Beta) Integration
When Item is created in Notion (Beta) > Create contact in Insightly > Create lead in Insightly
When Item is created in Notion (Beta) then Create contact in Insightly and Create lead in Insightly
When Item is created in Notion (Beta) > Search lead in Insightly > Check any condition > (If found) > Create opportunity in Insightly > (Else) > Create contact in Insightly > Create opportunity in Insightly
When Item is created in Notion (Beta) then Search lead in Insightly. Check any condition and if found then Create opportunity in Insightly else Create contact in Insightly and Create opportunity in Insightly
When Item is created in Notion (Beta) > Search lead in Insightly > Check any condition > (If found) > Create opportunity in Insightly > (Else) > Create lead in Insightly > Create opportunity in Insightly
When Item is created in Notion (Beta) then Search lead in Insightly. Check any condition and if found then Create opportunity in Insightly else Create lead in Insightly and Create opportunity in Insightly
When Item is created in Notion (Beta) > Create lead in Insightly > Create lead in Insightly
When Item is created in Notion (Beta) then Create lead in Insightly and Create lead in Insightly
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What Do You Want To Automate?
When
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Task is created in Insightly -
Lead is created in Insightly
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Opportunity is created in Insightly
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Organisation is added in Insightly
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Project is created in Insightly
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Contact is updated in Insightly
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Lead is updated in Insightly
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Organisation is updated in Insightly
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Contact is created in Insightly
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Item is created in Notion (Beta) -
Item is updated in Notion (Beta)
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Checklist item is completed in Notion (Beta)
Automatically
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Search user in Insightly
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Search contact in Insightly
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Search organisation in Insightly
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Search project in Insightly
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Search lead in Insightly
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Search opportunity in Insightly
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Create contact in Insightly
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Create task in Insightly
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Create lead in Insightly
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Create organisation in Insightly
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Create project in Insightly
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Create opportunity in Insightly
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Find contact by id in Insightly
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Find member in Notion (Beta)
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Archive item in Notion (Beta)
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Create database item in Notion (Beta)
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Update database item in Notion (Beta)
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Find item by property in Notion (Beta)
You can also customize or create your own automation and add conditions and
multiple actions etc. And that is also really easy in Integrately.
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You Can Also Integrate Insightly & Notion (Beta) With 900+ Other Apps
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly Integrations
Notion brings together all the team communication, project management & planning apps you use to get work done and makes them instantly accessible from a single workspace.
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