Restyaboard Integrations with Insightly through Zapier

Restyaboard Integrations with Insightly through Zapier

Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Triggers

New Board

Data sent to Insightly, when the user creates a new board.

New List

Data sent to Insightly, when the user creates a new list on the board.

New Card

Data sent to Insightly, when the user creates a new card in the list of the board.

New Activity

Data sent to Insightly, when the user performs any activity.

Actions

Create Opportunity

Create a new opportunity in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

Create Task

Create a new task in your Insightly account.

Create Lead

Create a new lead in your Insightly account.

Create Note

Create a new note in your Insightly account.

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