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
2. Type “New record”
3. Click on New Record
4. Under “Choose an Action”, click on the “automatically do this” dropdown button
5. Click on Send Message to New Chat
6. Click on Connect My Apps
7. Click on New Record in Insightly
8. Click on Sign in
9. A new window will open allowing you to enter your API Key
10. Click on Send Message to New Chat in TimelinesAI
11. Click on Sign in
12. A new window will open allowing you to enter your Token
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