
When this happens...
New or Updated Contact
New Document Template
New Email
New or Updated Event
New or Updated Lead
New or Updated Opportunities
New or Updated Organisation
New or Updated Project
New or Updated Task

Automatically do this!
Delete a Row
List tables
Create a Row
List Row
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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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Baserow accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Baserow (or vice versa).
Absolutely. You can customize how Insightly data is recorded in Baserow. This includes choosing which data fields go into which fields of Baserow, setting up custom formats, and filtering out unwanted information.
The data sync between Insightly and Baserow 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 Baserow. 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 MoreBaserow is an open-source, no-code database platform that allows users to create, share, and manage databases online without programming.It offers an intuitive spreadsheet-like interface for relational data, with features like API access, permissions, and custom views.Baserow can be self-hosted or used as a hosted service, making it ideal for quickly building internal tools, prototypes, or collaborative databases.
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