Create integrations between Rocket Referrals and Insightly to automate any workflow
WHEN THIS HAPPENS
TestimonialAUTOMATICALLY DO THIS
Update RecordEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
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Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Trigger onRequired
Try ItTrigger onRequired
Try ItSearch for existing contacts byRequired
Update onlyRequired
Contact ID
Contact type
Full name
First name
Middle name
Last name
Nickname
Primary nickname
Gender
Birthday
Spouse first name
Spouse last name
Spouse nickname
Spouse full name
Spouse birthday
Language
Address line 1
Address line 2
City
State
Zip
Phone
Email
Email Unsubscribe
Account number
Primary employee (Employee ID)
Customer since date
Last purchase date
Customer end date
Contact status
Organization name
Key contact (Yes/No)
Referred by (name or account number)
Referred on date
Active product count
Total revenue/value
Add to list
Remove from list
Insightly ObjectRequired
Try It
Related categories
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.