Insightly + Jotform + Wheelbase Integrations

How to connect Insightly + Jotform + Wheelbase

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Choose a Trigger

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Choose an Action

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Do even more with Insightly + Jotform + Wheelbase

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Jotform, and Wheelbase. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- DocumentRequired
Trigger
Scheduled
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- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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New Rental
Triggers when a new rental is created.
Trigger
Scheduled
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- ReservationRequired
- Vehicle
- Start Date
- End Date
- Pickup Street Address
- Pickup Apartment/Suite/Other
- Pickup City
- Pickup State
- Pickup Postal Code
- Pickup Country
- Pickup Latitude
- Pickup Longitude
- Dropoff Street Address
- Dropoff Apartment/Suite/Other
- Dropoff City
- Dropoff State
- Dropoff Postal Code
- Dropoff Country
- Dropoff Latitude
- Dropoff Longitude
Action
Write
- Name of VehicleRequired
- TypeRequired
- Vehicle Year
- Vehicle MakeRequired
- Vehicle modelRequired
- Location
- Description
Action
Write
- Rental
- Type
Action
Search

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- FormRequired
Trigger
Instant
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- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Status
Trigger
Scheduled
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New Message
Triggers when a new message is created.
Trigger
Scheduled
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- VehicleRequired
- Start DateRequired
- End DateRequired
- Renter TypeRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone
- Locale
- Street Address
- Apartment/Suite/Other
- City
- State
- Postal Code
- County
- Country
Action
Write
- Customer
- First Name
- Last Name
Action
Search

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How Insightly + Jotform + Wheelbase Integrations Work

Step 1: Authenticate Insightly, Jotform, and Wheelbase.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Insightly + Jotform + Wheelbase

About 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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.