Embrace seamless data management and communication with our cutting-edge solution. With WhatsApp Messaging for Insightly Users, you can effortlessly receive automated WhatsApp messages when a Record is deleted in Insightly. This powerful integration ensures nothing goes unnoticed, allowing you to experience the benefits of real-time updates, efficient workflow enhancement, and streamlined operations, all at your fingertips. Our integration brings efficiency and control to your Insightly experience, making record deletions a breeze to manage.
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “Deleted record”
3. Click on Deleted Record
4. Under “Choose an Action”, click on the “automatically do this” dropdown button
5. Type “Send message to new chat”
6. Click on Send Message to New Chat
7. Click on Connect My Apps
8. Click on Deleted Record in Insightly
9. Click on Sign in
10. A new window will open allowing you to enter your API Key
11. Click on Send Message to New Chat in TimelinesAI
12. Click on Sign in
13. A new window will open allowing you to enter your Token
Latest posts by admin@gushwork.ai (see all)
- WhatsApp for Seamless Hospitality: From Booking to Check-Out - November 27, 2023
- Store all attachments from WhatsApp in Google Drive - November 1, 2023
- Send automated WhatsApp messages when a new Program is created in Marketo - October 27, 2023
