
When this happens...
New Document

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
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new document is created / upserted.
Triggers when a new contact is created or updated.
Triggers when new document template is created.
Triggers when new email is send.
Trigger when a event is created or updated.
Triggers when new lead is created or updated.
Action is the task that follows automatically within your Dust integrations.
Send a message to a Dust a gent and retrieve the answer.
Upload a document to a Dust Data Source / Folder.
Search for agent configurations by name in the workspace.
Creates a Record.
Updates a Record
Retrieves the list of all contacts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Dust and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Dust triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Dust 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 Dust 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 Dust 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.
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
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.
Learn More