Connect Appcues and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Flow
New Segment
New Checklist
New Banner
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 Appcues and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Flow
Triggers when a new flow is created.
New Segment
Triggers when a new segment is created.
New Checklist
Triggers when a new checklist is created.
New Banner
Triggers when a new banner is created.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
Do thisActions
Action is the task that follows automatically within your Appcues integrations.
Update a Segment
Updates a Segment by its ID.
Create Segment
Creates a new segment.
Update a Group Profile
Updates the profile attributes for the selected group.
Update a User Profile
Updates the profile attributes for the selected user.
Send an Event
Sends a user event to Appcues.
List Flows
List all Flows
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Frequently Asked Questions
To start, connect both your Appcues and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Appcues 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 Appcues 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 Appcues 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 Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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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