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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

rocketreach

rocketreach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

rocketdevs

rocketdevs

RocketDevs is a global remote company that facilitates connections between companies and a diverse pool of software engineers

Review Judge

Review Judge

Getting clients to leave 5-star reviews for your law firm has never been easier. Take the work out of following up with your clients with friendly automatic reminders. And don’t worry, Review Judge prevents negative reviews, too.

revenuejump

revenuejump

RevenueJump is a web application that helps companies maintain and grow their 5-star online reputation.

REVE Chat

REVE Chat

REVE Chat is an AI enabled omnichannel customer engagement platform that provides real time sales and support assistance.

Rev AI

Rev AI

Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.

reteach

reteach

reteach is a training platform within the SME Market for managing corporate learning, onboarding, and product training.

retamo

retamo

Retamo is an online review and reputation management software designed to help businesses generate, monitor, and analyze customer ratings or feedback.

responder

responder

Responder (רב מסר) is a leading Israeli email autoresponder platform, and is only in Hebrew. Capture leads, segment them to lists based on interest and action - and keep in touch with them via newsletters and segmented offers.

rescuetime

rescuetime

RescueTime helps you understand how you spend your time on the computer by automatically keeping a log of the time you spend on different applications and websites. Having an accurate idea of how you time is spent makes it easy to stay productive and balanced.

replycx

replycx

It's easy to build bots, but hard to get the desired results. This is where ReplyCX steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.

rentcast

rentcast

RentCast lets you retrieve 140+ million property records, valuation estimates, active listings, market trends and other property data anywhere in the US.

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!

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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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