Connect ClickSend SMS and Insightly
Integrate ClickSend SMS with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send MMS Campaign via ClickSend when New or Updated Contact in Insightly
Delete Contact from ClickSend when New or Updated Contact in Insightly
Send Fax through ClickSend when New or Updated Contact in Insightly
Send SMS Campaign through ClickSend when New or Updated Contact in Insightly
Create Contact in ClickSend SMS when New or Updated Contact in Insightly
Popular ClickSend SMS + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickSend SMS
When this happens...
New SMS Send
Choose an action
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Send MMS Campaign via ClickSend when New or Updated Contact in Insightly
Use this flowDelete Contact from ClickSend when New or Updated Contact in Insightly
Use this flowSend Fax through ClickSend when New or Updated Contact in Insightly
Use this flowSend SMS Campaign through ClickSend when New or Updated Contact in Insightly
Use this flowCreate Contact in ClickSend SMS when New or Updated Contact in Insightly
Use this flowSend Letter via ClickSend when New or Updated Contact in Insightly
Use this flowSend Voice using ClickSend when New or Updated Contact in Insightly
Use this flowSearch Contact in ClickSend SMS when New or Updated Contact in Insightly
Use this flowDelete Contact List in ClickSend when New or Updated Contact in Insightly
Use this flowAdd Contact to List in ClickSend SMS when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between ClickSend SMS and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Send
Triggers when new sms is send by clicksend.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
Do thisActions
Action is the task that follows automatically within your ClickSend SMS integrations.
Send MMS Campaign
Send an MMS Campaign to up to 20,000 contacts.
Delete Contact
Remove a contact from the selected list by exact name (case-insensitive). Returns whether a match was found and deletion details.
Send Fax
Sends a new fax.
Send SMS Campaign
Send an SMS campaign to up to 20,000 contacts at a time.
Create Contact
Creates a new contact in a list.
Send Letter
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Learn more
About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClickSend SMS and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClickSend SMS and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where ClickSend SMS triggers actions in Insightly, and a separate workflow where Insightly triggers actions in ClickSend SMS. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClickSend SMS and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickSend SMS and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
