Ejection + Insightly + Trello integration

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

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Marketing Automation ideas to integrate Ejection, Insightly and Trello.

Check Insightly Contact Field to Add Trello Card to Eject from Journey

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Add Insightly Opportunity to Assign Insightly Owner to Eject from Journey

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

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

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Check Insightly Opportunity Stage to Eject from Journey to Add Trello Card

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

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

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

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

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

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

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Add Insightly Opportunity to Eject from Journey to Add Trello Card

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

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Add Insightly Opportunity to Eject from Journey to Assign Insightly Task

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Insightly Opportunity Status Change to Eject from Journey to Add Trello Card

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

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

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

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

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

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Showing 20 journey ideas for Ejection, Insightly and Trello

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

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

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.
Add Trello Card
Adds a Trello card to a board.

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 Trello.