- New Contact: Fires when a new contact has been added to your Insightly account
- New Task: Fires when a new task has been added to your Insightly account
- Create Contact: Create a new contact in your Insightly account. The contact can be linked to an existing organization in your account, or a new one can be created.
- Create Task: Create a new task in your Insightly account. Optionally, you may link it to an existing contact, organization, opportunity, or project.
- Create Note: Create a new note in your Insightly account, linked to an existing contact, organization, opportunity, or project.
See more detailed information on Zap templates here!
Would you like to see us add more triggers and actions in our Zapier service? We've created a feature request for the Zapier service in our forum, so let us know!