Avail Lifetime Free Access - Limited Time Period Offer

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

sembly ai

sembly ai

Sembly AI is the smartest AI team assistant, which transcribes, takes meeting notes, and produces tasks for your professional meetings.

sellgo

sellgo

Sellgo is All-In-One platform for selling on Amazon.

Seismic Learning

Seismic Learning

Seismic Learning is a powerfully simple training software built to improve teams' performance.

seeqle

seeqle

Seeqle enables users to keep precise track of their prospects.

second-street

second-street

Second Street is a SaaS audience engagement platform that allows its customers to create interactive promotions to engage and grow their audience.

Seamless.ai

Seamless.ai

Seamless AI is a real-time B2B Sales search engine to find leads using the power of AI.

Screenfeed Connect

Screenfeed Connect

Screenfeed Connect is a digital signage content workflow tool for users to create custom content faster and easier than ever.

scrapingant

scrapingant

ScrapingAnt is a web scraping tool that handles proxies and headless browsers.

scoremyreviews

scoremyreviews

Score My Reviews, helps you to get reviews fast & easy. With our review management system, get more reviews and improve your online reputation.

schooltracs

schooltracs

SchoolTracs is an education center management system to manage lesson schedules, students and staff databases, invoicing and reporting.

Scheduling Suite

Scheduling Suite

Scheduling Suite is a powerful solution for small businesses to schedule and organize their day-to-day jobs and projects.

scalr

scalr

Scalr Cloud Management Platform offers a unified API and web interface for developers and IT users to access and manage infrastructure resources distributed across numerous public and private clouds, such as Amazon Web Services and OpenStack. Scalr delivers the balance required between development autonomy and IT control.

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.

We'll help you get started

Our team is all set to help you!

get started messageget started message

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.

Learn More
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

Learn More