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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

eSignatures

eSignatures

eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.

Sms Alert

Sms Alert

Sms alert is a robust platform designed to streamline and automate SMS notifications for businesses and individuals. It offers a range of features including bulk messaging, transactional alerts, and promotional campaigns, ensuring timely and effective communication.

Space Invoices / Apollo

Space Invoices / Apollo

Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.

Sales Play

Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

OpsGenie

OpsGenie

OpsGenie is a modern incident management and alerting platform designed to ensure that critical incidents are addressed promptly and efficiently. It integrates seamlessly with various monitoring, ticketing, and collaboration tools to provide a comprehensive solution for managing and responding to incidents.

Tomorrow

Tomorrow

Tomorrow is a forward-thinking platform designed to help you plan and prepare for the future. Whether it's financial planning, career development, or personal growth, Tomorrow provides the tools and resources you need to make informed decisions and achieve your long-term goals.

Shotstack

Shotstack

Shotstack is a powerful video editing and rendering API that allows developers to create, edit, and render videos programmatically. It provides a range of features including video stitching, transitions, overlays, and more, making it ideal for creating dynamic video content at scale.

lemcal

lemcal

Lemcal is a comprehensive calendar management tool designed to streamline scheduling, event planning, and time management. It offers features such as event reminders, shared calendars, and integration with other productivity tools to enhance your organizational efficiency.

Mapulus

Mapulus

Mapulus is a comprehensive mapping and geolocation service that provides advanced tools for navigation, location tracking, and geographic data analysis. It offers robust APIs for integrating mapping functionalities into various applications.

GanttPRO

GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

Redirect.pizza

Redirect.pizza

Redirect.pizza is a service that allows you to easily manage and set up URL redirects. Whether you need to redirect a single URL or manage multiple redirects, Redirect.pizza provides a simple and efficient solution.

QuintaDB

QuintaDB

QuintaDB is a powerful online database and web form builder that allows users to create and manage databases, forms, and applications without any coding knowledge. It is designed to help businesses and individuals streamline their data management processes and improve productivity.

Actions and Triggers

When this happensTriggers

Insightly

New or Updated Contact

Triggers when a new contact is created or updated.

Insightly

New Document Template

Triggers when new document template is created.

Insightly

New Email

Triggers when new email is send.

Insightly

New or Updated Event

Trigger when a event is created or updated.

Insightly

New or Updated Lead

Triggers when new lead is created or updated.

Insightly

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

Insightly

Create Record

Creates a Record.

Insightly

Update Record

Updates a Record

Insightly

List Contact

Retrieves the list of all contacts

Insightly

List Emails

Retrieves the list of all emails

Insightly

List Events

Retrieves the list of all events

Insightly

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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