Connect Zagomail and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Unsubscribe
New Subscriber
New Subscriber Added
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 Zagomail and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Unsubscribe
Triggers when subscriber unsubscribe from the list.
New Subscriber
Triggers when a new subscriber is added to the list.
New Subscriber Added
Triggers when a new subscriber is added in specified list.
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 Zagomail integrations.
Create a Subscriber
Adds a new subscriber to a specified mailing list.
Update a Subscriber
Update an existing subscriber.
Find or Create a Subscriber
Search subscriber by email in specified list. Optionally, create a subscriber if none are found.
Delete Subscriber
Deletes an Subscriber.
Unsubscribe Subscriber
Unsubscribe an Subscriber.
Create Record
Creates a Record.
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Frequently Asked Questions
To start, connect both your Zagomail and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Zagomail triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Zagomail 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 Zagomail 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 Zagomail 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 Zagomail
Zagomail is an email marketing platform designed to help businesses create, send, and track email campaigns effectively. It offers a range of features including customizable templates, automation tools, and analytics to optimize email marketing strategies.
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.
Learn More
