Connect Gtwy and Insightly
Integrate Gtwy with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Gtwy + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Gtwy
When this happens...
Error Alert
Missing Variable Alert
Retry Alert is Created
New Broadcast Response
Choose an action
Insightly
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
Create Record in Insightly when Error Alert from Gtwy
Use this flowUpdate Record in Insightly when Error Alert from Gtwy
Use this flowList Contact in Insightly when Error Alert from Gtwy
Use this flowList Emails from Insightly when Error Alert from Gtwy
Use this flowList Events from Insightly when Error Alert from Gtwy
Use this flowList Leads from Insightly when Error Alert from Gtwy
Use this flowList Lead Sources from Insightly when Error Alert from Gtwy
Use this flowList Lead Statuses from Insightly when Error Alert from Gtwy
Use this flowList Milestones from Insightly when Error Alert from Gtwy
Use this flowList Notes from Insightly when Error Alert from Gtwy
Use this flowSupported Triggers & Actions
Everything you can automate between Gtwy and Insightly.
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 Agent
Send a message to an AI agent and receive its reply.
Call AI Agent Instantly
Send a query to an AI agent and get text or image responses.
Create Alert Webhook
Register webhook for errors
Run AI Agent In Background
Start an AI agent asynchronously and receive the result later. Responses may take a few minutes.
Create Record
Creates a Record.
Update Record
Updates a Record
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Gtwy
Gtwy is a fully managed AI platform for building and running agents, real-time RAG, and chatbots with orchestration, memory, integrations, observability, and enterprise-grade infrastructure.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gtwy and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Gtwy and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where Gtwy triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Gtwy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Gtwy and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gtwy and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
