Connect Mobile Text Alerts and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Delivery Status Updated
SMS Reply Received
New SMS Sent
Choose an Action
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
Ready to use Mobile Text Alerts and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Delivery Status Updated
Triggered when a sent SMS message's delivery status changes (e.g., delivered, failed, or pending).
SMS Reply Received
Triggers when a new message reply is received.
New SMS Sent
Triggered when a new SMS message is sent.
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.
Do thisActions
Action is the task that follows automatically within your Mobile Text Alerts integrations.
Add Subscriber
Adds a new subscriber.
Add Subscriber to Group
Add a specific subcriber to group.
Send SMS Message
Send a text message to one or more selected subscribers or groups.
Create Message Template
Create a reusable SMS or MMS template with message text and an optional attachment URL.
Delete Scheduled Message
Delete a scheduled SMS or MMS using its scheduled message ID.
Remove Subscribers from Group
Remove one or more subscribers from group.
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Frequently Asked Questions
To start, connect both your Mobile Text Alerts and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Mobile Text Alerts triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Mobile Text Alerts data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between Mobile Text Alerts and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Mobile Text Alerts and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Mobile Text Alerts
Mobile Text Alerts allows you send mass SMS text messages to your group.
Learn MoreAbout 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.
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