
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when new opportunity is created or updated.
Action is the task that follows automatically within your EventsAir integrations.
Retrieves List of Events
Retrieve List of Sessions
Retrieve Webhook Event Types
Retrieve List of Attendees for an Event
Retrieve a Event Sponsors by ID
Retrieve List of registrations for an Event

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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 EventsAir and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in EventsAir triggers actions in Insightly (or vice versa).
Absolutely. You can customize how EventsAir 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 EventsAir 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 EventsAir 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.
EventsAir is a comprehensive event management platform designed to streamline the planning, execution, and analysis of events. It offers a suite of tools for event organizers to manage registrations, create engaging virtual and hybrid experiences, and analyze event performance. With its robust features, EventsAir caters to the needs of event professionals looking to enhance attendee experiences and optimize event operations.
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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