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When Contact is created in Insightly > Check any condition > Find a contact in Infusionsoft by Keap > Check any condition > (If condition matches) > Update contact in Infusionsoft by Keap > (Else) > Create contact in Infusionsoft by Keap

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When Contact is created in Insightly, if it matches your criteria Find a contact in Infusionsoft by Keap and if condition matches Update contact in Infusionsoft by Keap else Create contact in Infusionsoft by Keap.


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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
  • Contact is created in Infusionsoft by Keap
  • Opportunity is created in Infusionsoft by Keap
  • Invoice is created in Infusionsoft by Keap
  • Subscription is created in Infusionsoft by Keap
  • Affiliate is added in Infusionsoft by Keap
  • Company is created in Infusionsoft by Keap
  • Product is created in Infusionsoft by Keap
  • Tag is created in Infusionsoft by Keap
  • Tag is applied to contact in Infusionsoft by Keap
    Instant
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 contact in Infusionsoft by Keap
  • Tag existing contact in Infusionsoft by Keap
  • Create company in Infusionsoft by Keap
  • Create note in Infusionsoft by Keap
  • Create order in Infusionsoft by Keap
  • Create product in Infusionsoft by Keap
  • Update contact in Infusionsoft by Keap
  • Find a contact in Infusionsoft by Keap
  • Remove tag from contact in Infusionsoft by Keap
  • Get contact details by id in Infusionsoft by Keap
  • Create/Update contact in Infusionsoft by Keap

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