
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!
List booking details
Create Booking Details
Create Bookings
Create Attribute Option
Create Attribute
Create Calender Event Note
Create Calender Event Task
Create Calendar Events
Create Contact Bookings
Create Coupons
Create Coupon Products
Create Coupon Services
Invite member
Create Taxes
Create Widgets
Create Product
Create External Calendars
Create invoices
Create Line Items
Create Line Item Taxes
Create Payments
Create Permissions
Create Widget Listings
Create Product Tasks
Create Reply To Addresses
Create Product Configurations
Create Product Reply To addresses
Create Seasons
Create Service Deposit Moments
Create Service Discounts
Create Service Payment Moments
Create service taxes
Create Site Listings
Create site pages
List booking updates
List bookings
List contact bookings
List contacts
List invoices
List permissions
List product configurations
List product services
List products
List seasons
List services
List site listings
List sites
List user profiles
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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 Bookingmood accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Bookingmood (or vice versa).
Absolutely. You can customize how Insightly data is recorded in Bookingmood. This includes choosing which data fields go into which fields of Bookingmood, setting up custom formats, and filtering out unwanted information.
The data sync between Insightly and Bookingmood 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 Bookingmood. 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 MoreBookingmood is a comprehensive platform designed to streamline the booking process for various services, including accommodations, events, and appointments. It offers a user-friendly interface and robust features to manage bookings efficiently.
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