Lists + Autopilot API + Insightly integration

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

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

API Trigger to Add to List to Assign Insightly Task

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API Trigger to Is on List or Segment to Create Insightly Project

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API Trigger to Remove From List to Update Insightly Contact Field

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API Trigger to Check Lead Status to Assign Insightly Task

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API Trigger to Assign Insightly Task to Add to List

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API Trigger to Check Lead Status to Update Insightly Contact Field

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API Trigger to Is on List or Segment to Update Insightly Contact Field

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API Trigger to Assign Insightly Owner to Add to List

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API Trigger to Check Lead Status to Create Insightly Project

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API Trigger to Create Insightly Project to Add to List

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API Trigger to Update Insightly Contact Field to Add to List

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API Trigger to Is on List or Segment to Assign Insightly Owner

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API Trigger to Assign Insightly Task to Remove From List

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API Trigger to Remove From List to Create Insightly Project

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API Trigger to Assign Insightly Owner to Remove From List

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API Trigger to Update Insightly Contact Field to Remove From List

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API Trigger to Check Lead Status to Assign Insightly Owner

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API Trigger to Remove From List to Assign Insightly Owner

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API Trigger to Add to List to Create Insightly Project

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API Trigger to Is on List or Segment to Assign Insightly Task

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Showing 20 journey ideas for Lists, Autopilot API and Insightly

About the Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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.

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.

Create your own marketing automation journey

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

Journey Triggers

List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
API Trigger
Add a contact to a journey using a custom API call.
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.

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

Journey Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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 Lists, Autopilot API and Insightly.