
When this happens...
New Card
New Task
New Project

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When new Card is Created .
Triggers when new Task is Created.
Triggers when new Project is Created.
Triggers when a new contact is created or updated.
Triggers when new document template is created.
Triggers when new email is send.
Action is the task that follows automatically within your Domo integrations.
Creates a List.
Updates an Existing List.
Creates a Group.
Creates a Project.
Updates an Existing Project.
Deletes a Project by its ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Domo and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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.
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
Learn MoreInsightly 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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