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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

prosper

prosper

Prosper allows you to turn every customer into a brand advocate. Create, manage, and track referrals starting now with our word-of-mouth marketing platform.

prospectboss

prospectboss

ProspectBoss is a web-based all-in-one lead generation solution for Small businesses that utilize outbound channels to engage leads and contacts.

ProProfs Live Chat

ProProfs Live Chat

ProProfs Live Chat gives you real-time chat support for efficient task management and boosted productivity

Property Inspect

Property Inspect

Property Inspect is a web and mobile platform for managing and producing property inspections and reports

proofer

proofer

Proofer is a Shopify app that lets you manage your custom order proofs

prodsmart

prodsmart

Prodsmart is your real-time information system. Get clear and actual data about your factory’s performance, reduce waste and increase efficiency. Prodsmart means better production and order management.

prodia

prodia

Prodia-Stable Diffusion API, offers a fast and easy-to-use API for image and music generation.

ProcurementExpress.com

ProcurementExpress.com

ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and helps you stay on budget

procuredesk

procuredesk

ProcureDesk is a purchasing and invoice automation solution for small to mid market companies.

Pro Ledger

Pro Ledger

Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals & freelancers.

Privyr

Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

prioritio

prioritio

Priorit.io combines leading and lagging indicators for data-driven leaders.

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.

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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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