Connect Jetpack Workflow 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 Client
Triggers when a new client is created.
Try It - Template
- Job Name
- Client ID
- Job Manager
- Description
- Due
- Client IDRequired
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
- Search QueryRequired
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
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