Connect Insightly and Clearout to Build Intelligent Automations

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Insightly

When this happens...

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Clearout

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

New Document Template

Triggers when new document template is created.

New Email

New Email

Triggers when new email is send.

New or Updated Event

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

Action is the task that follows automatically within your Insightly integrations.

Create Record

Create Record

Creates a Record.

Update Record

Update Record

Updates a Record

List Contact

List Contact

Retrieves the list of all contacts

List Emails

List Emails

Retrieves the list of all emails

List Events

List Events

Retrieves the list of all events

List Leads

List Leads

Retrieves the list of all leads

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Frequently Asked Questions

How do I start an integration between Insightly and Clearout?

To start, connect both your Insightly and Clearout accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Clearout (or vice versa).

Can we customize how data from Insightly is recorded in Clearout?

Absolutely. You can customize how Insightly data is recorded in Clearout. This includes choosing which data fields go into which fields of Clearout, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Insightly and Clearout?

The data sync between Insightly and Clearout typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Insightly to Clearout?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Insightly and Clearout?

Yes, you can set conditional logic to control the flow of data between Insightly and Clearout. 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

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.

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Clearout

About Clearout

Clearout is a powerful email validation and verification platform designed to ensure your emails reach the inbox. It eliminates bounces, detects fake or risky addresses, prevents fraudulent signups, and safeguards your sender reputation — helping you maintain clean, reliable contact lists for better deliverability and campaign success.

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