Send automated WhatsApp messages when a new Record is created in Insightly

Revolutionize your communication and workflow with our groundbreaking solution. Now, you can effortlessly send automated WhatsApp and Insightly Integration messages the moment a new record is created in Insightly. Say goodbye to manual notifications and hello to seamless, real-time updates that keep you in the know, always.


1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button

How to integrate Insightly and WhatsApp

2. Type “New record”

Synchronizing Insightly with WhatsApp

3. Click on New Record

WhatsApp and Insightly integration

4. Under “Choose an Action”, click on the “automatically do this” dropdown button

Insightly and WhatsApp integration

5. Click on Send Message to New Chat

WhatsApp Insightly integration

6. Click on Connect My Apps

Insightly WhatsApp integration

7. Click on New Record in Insightly

Connecting Insightly with WhatsApp

8. Click on Sign in

How to integrate Insightly and WhatsApp

9. A new window will open allowing you to enter your API Key

Synchronizing Insightly with WhatsApp

10. Click on Send Message to New Chat in TimelinesAI

WhatsApp and Insightly integration

11. Click on Sign in

Insightly and WhatsApp integration

12. A new window will open allowing you to enter your Token

WhatsApp Insightly integration

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TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

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