
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!
Create Project Deployment
Create Project
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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 Google AppScript accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Google AppScript (or vice versa).
Absolutely. You can customize how Insightly data is recorded in Google AppScript. This includes choosing which data fields go into which fields of Google AppScript, setting up custom formats, and filtering out unwanted information.
The data sync between Insightly and Google AppScript 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 Google AppScript. 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 MoreGoogle AppScript is a powerful scripting platform that allows users to automate tasks across Google Workspace applications. It enables the creation of custom functions, workflows, and integrations to enhance productivity and streamline processes.
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