viaSocket

Connect Insightly and kleverkey to Build Intelligent Automations

Choose a Trigger

Insightly

When this happens...

Choose an Action

kleverkey

Automatically do this!

Enable Integrations or automations with these events of Insightly and kleverkey

Enable Integrations or automations with these events of Insightly and kleverkey

Triggers

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.

Actions

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 kleverkey?

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

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

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

How often does the data sync between Insightly and kleverkey?

The data sync between Insightly and kleverkey 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 kleverkey?

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 kleverkey?

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

About kleverkey

KleverKey is an award-winning and cloud based access management solution containing professional wireless smart locks to simplify access control for SMB, Coworking and others.

Learn More