Elevate your communication and workflow with our cutting-edge solution. Our platform allows you to send Powerful Integration: WhatsApp & Insightly – automated WhatsApp messages when a Record is updated in Insightly, ensuring your team remains informed in real-time. Bid farewell to manual notifications and welcome a world of seamless updates, enhancing efficiency and teamwork. Experience the power of Insightly integration, making record updates a breeze to manage, and communication a breeze.
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “Updated Record”
3. Click on Updated Record
4. Type “Send Message to New Chat”
5. Click on Send Message to New Chat
6. Click on Connect My Apps
7. Click on Updated 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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