Connect Gtwy and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Error Alert
Missing Variable Alert
Retry Alert is Created
New Broadcast Response
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 Gtwy and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Retry Alert is Created
Triggers when retry alert is created.
New Broadcast Response
Runs when new broadcast response 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.
Do thisActions
Action is the task that follows automatically within your Gtwy integrations.
Send Message To AI
Sends a message to the selected AI agent and returns its reply.
Call AI Agent Instantly
Send a message to the selected AI agent and return a fast, in-flow reply.
Setup Webhook for Alert
You can setup your webhook to get alert notifications.
Call AI Agent in Background
Send a message to an AI agent to run asynchronously and receive the reply via webhook when ready.
Create Record
Creates a Record.
Update Record
Updates a Record
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Frequently Asked Questions
To start, connect both your Gtwy and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Gtwy 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 Gtwy 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 Gtwy 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
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.
Learn More
