Connect EasyPost and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Shipment Created
Batch Created
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 EasyPost and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Shipment Created
Triggers when a new shipment is created.
Batch Created
Triggers when batch will create
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.
New or Updated Event
Trigger when a event is created or updated.
Do thisActions
Action is the task that follows automatically within your EasyPost integrations.
Create a parcel
Create a parcel weight, length, width, and height if applicable.
Create a Shipment
Create your shipment
Create and verify Address
Create an address and verify whether it is a valid address.
Create a Batch
Create a batch of shipments. A batch can be created with or without Shipment.
Create a Customs Info
Create a CustomsInfo object contains all administrative information for processing customs.
Create a Customs Item
Create a Customs Item contains information relating to each product within the package.
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Frequently Asked Questions
To start, connect both your EasyPost and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in EasyPost triggers actions in Insightly (or vice versa).
Absolutely. You can customize how EasyPost 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 EasyPost 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 EasyPost 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 EasyPost
EasyPost is a flexible, modern API that enables developers to add shipping and logistics functionalities to their applications. It supports a wide range of carriers and offers features like address verification, tracking, and insurance.
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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