Connect PDF.co and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for PDF.co
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 PDF.co and Insightly automations
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 PDF.co integrations.
Generate Barcode
Generate Barcode .
Add Image to PDF
Add Image to PDF.
PDF Merger
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Split PDF Into Multiple Files
This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
Upload File Using Base64
Upload a file using base64.
Delete pages from pdf
This configuration is used to delete specific pages from a PDF file. You provide the PDF link, the pages you want to remove (starting from index 0), and the desired name for the resulting file.
Know More About PDF and Insightly Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your PDF.co and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF.co triggers actions in Insightly (or vice versa).
Absolutely. You can customize how PDF.co 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 PDF.co 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 PDF.co 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 PDF.co
PDF.co is a comprehensive platform that provides a suite of tools for processing PDF documents. It offers features such as PDF generation, conversion, and data extraction, making it an essential tool for businesses and individuals who frequently work with PDF files. With its robust API, users can automate PDF-related tasks, enhancing productivity and efficiency.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.