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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

CLAID.AI

CLAID.AI

CLAID.AI is a cutting-edge platform that leverages artificial intelligence to enhance and optimize image processing and editing. It offers advanced tools for image enhancement, background removal, and other photo editing tasks, making it an essential tool for photographers, designers, and content creators.

Delighted

Delighted

Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.

Chatfuel

Chatfuel

Chatfuel is a leading platform for building chatbots on Facebook Messenger and Instagram. It allows businesses to automate customer interactions, provide instant support, and engage users with personalized messaging.

Google Chat

Google Chat

Google Chat, bringing powerful features directly to your conversations. Whether you're working in a team, managing projects, or coordinating with clients, helps you stay organized, streamline communication, and boost productivity.

ChainDesk

ChainDesk

Chaindesk is a cutting-edge platform leveraging artificial intelligence to streamline and enhance blockchain technology solutions. It offers tools and services for blockchain development, management, and analytics, making it easier for businesses to integrate and optimize blockchain technology.

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More Good Reviews

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inflow-inventory

inflow-inventory

inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.

Resend

Resend

Resend is a powerful email automation platform designed to streamline your email marketing campaigns. With Resend, you can easily create, schedule, and track emails to ensure your messages reach the right audience at the right time.

CircleCI

CircleCI

CircleCI is a leading continuous integration and continuous delivery (CI/CD) platform that automates software development processes, helping teams to build, test, and deploy applications faster and more reliably.

Leadzen.ai

Leadzen.ai

Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.

Billsby

Billsby

Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.

Drift

Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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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