Connect Aircall and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Delete Contact
Update Contact
New User
Delete User
Delete Number
New Number
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 Aircall and Insightly automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created
Delete Contact
Triggers when a new team is deleted
Update Contact
Triggers when an existing contact is updated
New User
Triggers when a new user is created
Delete User
Triggers when a new user is deleted
Delete Number
Triggers when a number is deleted
Do thisActions
Action is the task that follows automatically within your Aircall integrations.
Create a User
Creates a new user
Update a User
Updates a user
Delete a User
Deletes a user
Create a Contact
Creates a new contact
Check availability of a User
Retrieve the detailed availability of a specific User
Retrieve a User
Retrieve details of a specific User.
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Frequently Asked Questions
To start, connect both your Aircall and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Aircall triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Aircall 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 Aircall 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 Aircall 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 Aircall
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
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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