Insightly Integration - Log New Calls Ended as Notes in Insightly

Overview

This integration enables automatic logging of completed calls from JustCall into your Insightly account as notes. Each note includes comprehensive call details and recordings.

How the Integration Works

The automation follows this process:

1. Trigger: The automation activates when a call ends in your JustCall app
2. Action: A note is automatically created containing all call details and call recordings

Setup Instructions

Connecting JustCall to Zapier

To establish this integration, follow these steps:

1. Log into your Zapier account (or create one if needed)
2. Navigate to the JustCall page on Zapier's platform
3. Authenticate your JustCall account using your credentials
4. Begin creating an automation using either a pre-built Zap or the custom Zap Editor
5. The editor provides step-by-step guidance with no coding required
6. Explore additional possibilities by reviewing all available JustCall and Zapier integrations