Insightly

CRM Software CRM Platform Marketing Automation

Integrate the Insightly API with the WhatsApp Business API

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

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Create Contact with Insightly API on New Message Sent from WhatsApp Business API
WhatsApp Business + Insightly
 
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Create Task with Insightly API on New Message Sent from WhatsApp Business API
WhatsApp Business + Insightly
 
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List Message Templates with WhatsApp Business API on Deleted Record from Insightly API
Insightly + WhatsApp Business
 
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List Message Templates with WhatsApp Business API on New Record from Insightly API
Insightly + WhatsApp Business
 
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List Message Templates with WhatsApp Business API on Updated Record from Insightly API
Insightly + WhatsApp Business
 
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New Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

 
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Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
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New Record from the Insightly API

Emit new event when a new record is created.

 
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Updated Record from the Insightly API

Emit new event when a new record is created.

 
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Create Contact with the Insightly API

Creates a new contact. See documentation

 
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List Message Templates with the WhatsApp Business API

Lists message templates. See the docs.

 
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Create Task with the Insightly API

Creates a new task. See documentation

 
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Send Text Message with the WhatsApp Business API

Sends a text message. See the docs.

 
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Send Text Using Template with the WhatsApp Business API

Send a text message using a pre-defined template. Variables can be sent only as text. See the docs.

 
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Overview of Insightly

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Connect Insightly

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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 WhatsApp Business

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Connect WhatsApp Business

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    whatsapp_business: {
      type: "app",
      app: "whatsapp_business",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.facebook.com/v15.0/${this.whatsapp_business.$auth.business_account_id}/phone_numbers`,
      headers: {
        Authorization: `Bearer ${this.whatsapp_business.$auth.permanent_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo