Connect NiceJob 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
Create your first workflow
Quickly connect NiceJob to Insightly with a Zapier template.
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Choose a Trigger
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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.
- Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try It - Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
- Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try It - Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
- Person IDsRequired
- Invoice IDs
- Amount
- Description
- Status
- Tags
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