Connect Gitbook and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New spaces
New Team
New Share Link
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 Gitbook and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New spaces
Trigger when a new spaces is created.
New Team
Trigger when a new team is created.
New Share Link
Trigger when a new share link is created.
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.
Do thisActions
Action is the task that follows automatically within your Gitbook integrations.
Create a site
Create a new site.
Create collection
Create a new collection.
Create an organization invite
Create an organization invite.
Create a space
Create a new in an organization space.
Get the list of organizations
Get the list of organizations for the currently authenticated user.
Get an organization by its ID
Get an organization by its ID.
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Frequently Asked Questions
To start, connect both your Gitbook and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Gitbook triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Gitbook 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 Gitbook 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 Gitbook 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 Gitbook
Gitbook is a modern documentation platform where teams can document everything from products to internal knowledge bases. It provides a collaborative environment for creating, editing, and sharing content, making it ideal for teams looking to streamline their documentation process.
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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