Connect Dust and Insightly to Build Intelligent Automations

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Dust

When this happens...

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Insightly

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a new document is created / upserted.

New or Updated Contact

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

New Document Template

Triggers when new document template is created.

New Email

New Email

Triggers when new email is send.

New or Updated Event

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

New or Updated Lead

Triggers when new lead is created or updated.

Do thisActions

Action is the task that follows automatically within your Dust integrations.

Talk to an Agent

Talk to an Agent

Send a message to a Dust a gent and retrieve the answer.

Upload Document

Upload Document

Upload a document to a Dust Data Source / Folder.

Search Agent

Search Agent

Search for agent configurations by name in the workspace.

Create Record

Create Record

Creates a Record.

Update Record

Update Record

Updates a Record

List Contact

List Contact

Retrieves the list of all contacts

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Frequently Asked Questions

How do I start an integration between Dust and Insightly?

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).

Can we customize how data from Dust is recorded in Insightly?

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.

How often does the data sync between Dust and Insightly?

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.

Can I filter or transform data before sending it from Dust to Insightly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dust and Insightly?

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

About Dust

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.

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Insightly

About 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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