Connect Cal.com and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled
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 Cal.com and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Booking Rescheduled
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Booking Cancelled
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
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.
Do thisActions
Action is the task that follows automatically within your Cal.com integrations.
List Attendees
List all attendees
List Booking References
List all booking references.
List Destination Calendars
List all destination calendars
List all Event Types
List all event types
List Memberships
List all memberships.
List Payments
List all payments.
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Frequently Asked Questions
To start, connect both your Cal.com and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Cal.com 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 Cal.com 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 Cal.com 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 Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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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