I have been reading about automation in Insightly and we would like to upgrade to use these features but just want to check the following things are possible first:
1. Can we automatically convert leads to opportunities on creation if a custom flag is set? Plus add a follow up task when this happens?
2. Can I create a follow up task when importing a lead? If we imported 1000 leads at once we wouldn't want all the tasks to be on the same date. Could we create a task based on a custom date field or some other way?
3. I'm not sure this is part of automation but can we send calendar invites when an event is created?