Connect 0codekit and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for 0codekit
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Ready to use 0codekit and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Action is the task that follows automatically within your 0codekit integrations.
Add pages to PDF
Insert one or more pages into an existing PDF file.
Extract Structured Data From Text
Extract age, job title, company, and other custom fields from any text.
Find Best Fuzzy Match
Find closest matches for a query in a list using AI.
Redact Sensitive Data from PDF
Redact names, addresses, and other confidential data in a PDF and return a redacted file or URL.
Blur Image
Blur an image from a URL or image data and set blur strength.
Calculate BMI
Calculate a person's BMI, BMI classification, ideal body weight, daily calorie needs, and nutrient recommendations.
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Frequently Asked Questions
To start, connect both your 0codekit and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in 0codekit triggers actions in Insightly (or vice versa).
Absolutely. You can customize how 0codekit data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between 0codekit and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 0codekit and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 0codekit
0codekit is a versatile platform designed to streamline the development process by providing a suite of tools for coding, debugging, and deployment. Ideal for developers seeking efficiency and precision in their projects.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
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