
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 Contact
Create Group
Add Contact to Group
Search Contact
Update Contact
Delete Contact
Get a Contact by Id
List all Contacts
Find or Create a Contact
Create Label
Create or Update Contact
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 Contacts accounts to viaSocket. Once connected, you can set up a workflow where an event in Insightly triggers actions in Google Contacts (or vice versa).
Absolutely. You can customize how Insightly data is recorded in Google Contacts. This includes choosing which data fields go into which fields of Google Contacts, setting up custom formats, and filtering out unwanted information.
The data sync between Insightly and Google Contacts 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 Contacts. 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 Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
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