Connect DaySchedule and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
New Contact
New Resource
New Campaigns
New Short Link
New Team
On Event Started
Event Scheduled
On Event Canceled
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 DaySchedule and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
New Resource
Trigger when new resouce is created .
New Campaigns
Trigger when new campaigns is created.
New Short Link
Trigger when new short link is created.
New Team
Trigger when new team is created.
Do thisActions
Action is the task that follows automatically within your DaySchedule integrations.
Create Contact
Create a new Contact.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
List Bookings
Get a list of all bookings.
Create Record
Creates a Record.
Update Record
Updates a Record
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Frequently Asked Questions
To start, connect both your DaySchedule and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in DaySchedule triggers actions in Insightly (or vice versa).
Absolutely. You can customize how DaySchedule 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 DaySchedule 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 DaySchedule 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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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