1 Click Integrations
When Lead is created in Insightly > Find contact in Automizy > Check any condition > (If condition matches) > Update contact in Automizy > (Else) > Create contact in Automizy

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When this happens
  • Contact is created in Insightly
  • Task is created in Insightly
  • Lead is created in Insightly
  • Opportunity is created in Insightly
  • Organisation is added in Insightly
  • Project is created in Insightly
  • Contact is updated in Insightly
  • Lead is updated in Insightly
  • Organisation is updated in Insightly
  • Tag is created in Automizy
  • Contact is created in Automizy
Do this
  • Search user in Insightly
  • Search contact in Insightly
  • Search organisation in Insightly
  • Search project in Insightly
  • Search lead in Insightly
  • Search opportunity in Insightly
  • Create contact in Insightly
  • Create task in Insightly
  • Create lead in Insightly
  • Create organisation in Insightly
  • Create project in Insightly
  • Create opportunity in Insightly
  • Create tag in Automizy
  • Create contact in Automizy
  • Update contact in Automizy
  • Find contact in Automizy
  • Unsubscribe contact in Automizy

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