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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 Insightly integrations.
Creates a Record.
Updates a Record
Retrieves the list of all contacts
Retrieves the list of all emails
Retrieves the list of all events
Retrieves the list of all leads

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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 Insightly and Algebras AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Algebras AI (or vice versa).
Absolutely. You can customize how Insightly data is recorded in Algebras AI. This includes choosing which data fields go into which fields of Algebras AI, setting up custom formats, and filtering out unwanted information.
The data sync between Insightly and Algebras AI 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 Insightly and Algebras AI. 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.
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 MoreAlgebras AI offers advanced artificial intelligence solutions to enhance business operations and decision-making processes. With cutting-edge algorithms and machine learning capabilities, it empowers organizations to leverage data-driven insights for improved efficiency and innovation.
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