I want to be able to send a contact the information about their project for them to confirm - but I am unable to create an email template that sends project information to a contact.
Is there some...
This is an excellent and easy to use plugin that makes integrating Insightly with a client facing form an absolute breeze.
I know you can use the API to upload an image to Insightly - but I am not a developer and need a solution that I can understand.
Referencing the API getting started page doesn't help me.
I am a little confused about how to update an opportunity using Zapier.
I can 'find an opportunity' or 'create an opportunity' but I don't seem to be able to 'update an opportunity'
I need a way to allow a client to upload images to their record via a form.
Web to Contact doesn't allow image upload.
What am I to do?