IntegrationsAirtopInsightly
Airtop + Insightly

Connect Airtop and Insightly to Build Intelligent Automations

Choose a Trigger

Airtop

When this happens...

Choose an Action

Insightly

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

New Document Template

Triggers when new document template is created.

New Email

New Email

Triggers when new email is send.

New or Updated Event

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

Action is the task that follows automatically within your Airtop integrations.

Create Session

Create Session

Creates an Airtop browser session.

Terminate Session

Terminate Session

Terminate a session

Create New Browser Window

Create New Browser Window

Creates a new browser window inside a session. Can load a URL when created.

Load URL

Load URL

Loads a URL on an existing window.

Click an Element

Click an Element

Executes a click on an element given a description

Get Browser Window Info

Get Browser Window Info

Get browser window information including a Live View URL.

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Frequently Asked Questions

How do I start an integration between Airtop and Insightly?

To start, connect both your Airtop and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtop triggers actions in Insightly (or vice versa).

Can we customize how data from Airtop is recorded in Insightly?

Absolutely. You can customize how Airtop 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.

How often does the data sync between Airtop and Insightly?

The data sync between Airtop and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Airtop to Insightly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Airtop and Insightly?

Yes, you can set conditional logic to control the flow of data between Airtop 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.

Airtop

About Airtop

Airtop is an innovative AI-powered platform designed to enhance productivity and streamline workflows. By leveraging advanced artificial intelligence technologies, Airtop offers tools and solutions that cater to various business needs, enabling users to automate tasks, analyze data, and improve decision-making processes.

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Insightly

About 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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