Insightly

CRM Software CRM Platform Marketing Automation

Integrate the Insightly API with the Twilio API

Setup the Insightly API trigger to run a workflow which integrates with the Twilio API. Pipedream's integration platform allows you to integrate Insightly and Twilio remarkably fast. Free for developers.

Send SMS with Twilio API on Deleted Record from Insightly API
Insightly + Twilio
 
Try it
Send SMS with Twilio API on New Record from Insightly API
Insightly + Twilio
 
Try it
Send SMS with Twilio API on Updated Record from Insightly API
Insightly + Twilio
 
Try it
Make a Phone Call with Twilio API on Deleted Record from Insightly API
Insightly + Twilio
 
Try it
Make a Phone Call with Twilio API on New Record from Insightly API
Insightly + Twilio
 
Try it
Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
Try it
New Record from the Insightly API

Emit new event when a new record is created.

 
Try it
New Incoming SMS (Instant) from the Twilio API

Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.

 
Try it
Updated Record from the Insightly API

Emit new event when a new record is created.

 
Try it
New Call (Instant) from the Twilio API

Emit new event each time a call to the phone number is completed. Configures a webhook in Twilio, tied to a phone number.

 
Try it
Create Contact with the Insightly API

Creates a new contact. See documentation

 
Try it
Send SMS with the Twilio API

Send a simple text-only SMS. See the docs for more information

 
Try it
Create Task with the Insightly API

Creates a new task. See documentation

 
Try it
Make a Phone Call with the Twilio API

Make a phone call, passing text that Twilio will speak to the recipient of the call. See the docs for more information

 
Try it
Send MMS with the Twilio API

Send an SMS with text and media files. See the docs for more information

 
Try it

Overview of Insightly

Insightly is a CRM software that helps businesses manage their customer
relationships. It offers a wide range of features including contact management,
lead capture, task management, deals, projects, and reporting.

The Insightly API allows developers to access and integrate the functionality
of Insightly with other applications. Some example API methods include managing
contacts, managing deals, and retrieving project information.

Connect Insightly

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    insightly: {
      type: "app",
      app: "insightly",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
      auth: {
        username: `${this.insightly.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Twilio

With the Twilio API, you can build telephone applications that make and receive
phone calls, as well astext messaging applications that send and receive text
messages.

Some examples of applications you could build include:

  • A phone call application that allows you to make and receive phone calls over
    the internet
  • A text messaging application that allows you to send and receive text
    messages over the internet
  • A voicemail application that allows you to leave and receive voicemails over
    the internet

Connect Twilio

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    twilio: {
      type: "app",
      app: "twilio",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.twilio.com/2010-04-01/Accounts.json`,
      auth: {
        username: `${this.twilio.$auth.AccountSid}`,
        password: `${this.twilio.$auth.AuthToken}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.