Ejection + Insightly + Autopilot API integration

Use Autopilot to create journeys that use the Ejection, Insightly and Autopilot API integrations.

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Marketing Automation ideas to integrate Ejection, Insightly and Autopilot API.

Check Insightly Opportunity Stage to Assign Insightly Owner to Eject from Journey

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Insightly Contact Field Change to Eject from Journey to Assign Insightly Task

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Check Insightly Contact Field to Assign Insightly Owner to Eject from Journey

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Check Insightly Contact Field to Update Insightly Contact Field to Eject from Journey

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API Trigger to Eject from Journey to Assign Insightly Task

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Insightly Contact Field Change to Eject from Journey to Update Insightly Contact Field

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Insightly Opportunity Status Change to Eject from Journey to Assign Insightly Owner

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Check Insightly Opportunity Stage to Eject from Journey to Update Insightly Contact Field

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Insightly Contact Field Change to Assign Insightly Owner to Eject from Journey

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Insightly Opportunity Status Change to Update Insightly Contact Field to Eject from Journey

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Add Insightly Opportunity to Eject from Journey to Update Insightly Contact Field

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Insightly Opportunity Status Change to Eject from Journey to Create Insightly Project

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Add Insightly Opportunity to Eject from Journey to Assign Insightly Task

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Check Insightly Opportunity Stage to Eject from Journey to Assign Insightly Owner

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Insightly Contact Field Change to Eject from Journey to Create Insightly Project

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Insightly Opportunity Status Change to Eject from Journey to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Create Insightly Project to Eject from Journey

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Add Insightly Opportunity to Eject from Journey to Assign Insightly Owner

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Check Insightly Contact Field to Eject from Journey to Update Insightly Contact Field

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API Trigger to Create Insightly Project to Eject from Journey

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Showing 20 journey ideas for Ejection, Insightly and Autopilot API

About the Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Insightly integration and the Autopilot API integration.

Journey Triggers

Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
API Trigger
Add a contact to a journey using a custom API call.

Journey Actions

Eject from Journey
Remove a contact from a journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Ejection, Insightly and Autopilot API.