Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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The workflow automation webhooks are triggered when certain criteria are met (i.e. custom field update to customer) and sends the record's data and links (contact IDs) to a 3rd party service or cus...
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I also want to add... you can link the event to the task and vice versa with the all new relationship lookup fields for events and tasks. Thank you, Micah Feldkamp
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Hi Chris, Yes, this is possible. When you update the organization to 'customer', we pull all related contact IDs, and then update the contacts. Also, vice versa when a contact's primary organizatio...
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Hello Nora & Gonzalo, I already developed something similar for one of my clients using Insightly Workflow Automation and Zapier Webhooks. In our case, we map data from the custom object to an opp...
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Hi, Have you tried an import update as well? This is an alternative that should give you the desired results. Thank you, Micah Feldkamp
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Hi Colin, You can send customized emails via custom webhooks in Workflow Automation + middleware service like Zapier or preferrably an email marketing service like Mailchimp. I think in August Insi...
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Hi Bram, I saw you commented on this post here: https://support.insight.ly/hc/en-us/community/posts/203079440-Strip-out-email-footer-graphics-when-saving-from-Gadget-or-manually-forwarding-emails-t...
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Hi, I think you may want to upgrade to Insightly Enterprise to get object validation rules: https://support.insight.ly/hc/en-us/articles/360012900133-What-are-object-validation-rules- Let me know i...
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