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Insightly

Insightly

Create integrations between Insightly and your favorite App

Create effective Insightly automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Insightly

Insightly

Insightly

Vercel

Vercel

Vercel is a cloud platform for static sites and serverless functions that enables developers to deploy websites and applications with ease. It provides a seamless workflow for frontend developers, offering features like automatic scaling, high performance, and a global CDN.

Uploadcare

Uploadcare

Uploadcare is a comprehensive file management and delivery platform that provides tools for uploading, processing, and delivering files efficiently. It offers a robust API and a suite of tools to handle file uploads, transformations, and optimizations, making it ideal for developers and businesses looking to streamline their media management processes.

Clarifai

Clarifai

Carifai is a powerful AI platform that provides advanced image and video recognition capabilities, enabling businesses to harness the power of artificial intelligence for visual data analysis and automation.

ChatBot

ChatBot

ChatBot is a versatile platform designed to create, manage, and deploy chatbots for various applications, enhancing customer interaction and automating communication processes.

Front

Front

Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.

ProAct

ProAct

ZenRows

ZenRows

ZenRows is a powerful web scraping tool that simplifies the process of extracting data from websites. It offers a robust API that handles complex web scraping tasks, including bypassing anti-bot measures and managing proxies, making it ideal for developers and businesses looking to automate data collection from the web.

Privy

Privy

Privy is a comprehensive marketing platform designed to help businesses grow their online presence through effective email marketing, pop-ups, and other conversion tools. It enables businesses to capture leads, engage with customers, and drive sales through personalized marketing campaigns.

Meetingbird

Meetingbird

Meetingbird is a powerful scheduling platform designed to streamline the process of organizing meetings and appointments. It offers seamless calendar integration, allowing users to easily find available times, send invites, and manage their schedules efficiently.

10to8

10to8

10to8 is an online appointment scheduling software designed to streamline booking processes for businesses and professionals. It offers features such as automated reminders, calendar synchronization, and client communication tools to enhance efficiency and reduce no-shows.

YouCanBook.me

YouCanBook.me

YouCanBook.me is an online scheduling tool that integrates with your calendar to streamline appointment bookings. It allows users to set their availability, customize booking pages, and automate confirmations and reminders, making it ideal for businesses and professionals who need to manage appointments efficiently.

Setmore

Setmore

Setmore is an online appointment scheduling software designed to help businesses manage their appointments, staff, and customer interactions efficiently. It offers features such as calendar management, automated reminders, and online booking to streamline scheduling processes.

Actions and Triggers

When this happensTriggers

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

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

Real-World Use Cases of Insightly Integrations

See how Insightly integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate insightly with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and insightly databases.
  • Integrate insightly with MySQL to automatically sync records, facilitating seamless data exchange between insightly and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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