This article is part of the Insightly Automation Guide
Using workflows, you can automate Insightly emails, tasks, and record updates based on triggers that you define. That sounds complicated. Take a look at these videos and see if we explain it better in person.
This is our high-level explanation of what this feature can do for you.
And this video gets into the details about setting things up.
For information about adding this feature to your account, email our sales team.
Learn more about workflows in the Insightly Automation Guide