Connect CloudTalk to Insightly and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Call
Triggers when call is made via CloudTalk.
Try It - New SMS
Triggers when a SMS is sent/received via CloudTalk
Try It - IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
- From NumberRequired
- To NumberRequired
- Message TextRequired
- New Contact
Triggers when a contact is created or updated in CloudTalk.
Try It - Activity IDRequired
- Acitivity ID postfixRequired
- Activity titleRequired
- Activity contentRequired
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact IDRequired
- Contact ID PostfixRequired
- Contact name
- Contact email
- Contact number
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Related categories
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.
Related categories