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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

stonly

stonly

Stonly is a modern knowledge management platform for customer service that drives fast, accurate resolutions.

Sticky.io

Sticky.io

Eliminate the need for numerous plugins with sticky.io. Our API-driven platform simplifies subscription billing and order management — turning one-time transactions into recurring revenue.

stencil

stencil

Stencil is an image generation API that automatically creates share images for your content from custom templates.

stayflexi

stayflexi

Stayflexi is the Modern Operating System for Hotels and Vacation Rentals. It helps properties to automate operations and maximize revenues on unsold rooms and amenities with an innovative flexible booking model.

stax

stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

startquestion

startquestion

Startquestion is a professional survey software for your company. NPS, Customer Satisfaction, UX feedback, User Research, Employee Feedback, Customer Experience.

starbuerode

starbuerode

starbuero.de accepts calls on behalf of your company, classifies the calls and notes all information about the caller's request

stackla

stackla

Stackla is a social content marketing platform used by hundreds of global brands, agencies, media companies, and nonprofits to discover, curate and publish the best content from the social web.

Squarespace

Squarespace

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

squaredup

squaredup

SquaredUp gives engineering teams end-to-end visibility of their business-critical applications.

stylish cost calculator

stylish cost calculator

Stylish Cost Calculator enables WordPress users to create quick cost estimation forms, allowing instant user data and payment collection.

strive

strive

Strive is an AI-Powered Sales Coach that provides real-time analytics and one-to-one personalised coaching suggestions so that entrepreneurs and sales leaders can uncover hidden opportunities and close more deals.

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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Our team is all set to help you!

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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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