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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

playfilm

playfilm

PlayFilm is the tool to easily create video tests and capture qualified contacts. Optimize your conversion rate and generate more leads.

Planyo Online Booking

Planyo Online Booking

Planyo is an online reservation system which can be used by any business taking bookings. It's used, amongst others, by businesses offering vacation properties, car rentals, hotels, driving schools, yacht charters, doctors and therapists, conference rooms, tennis courts, car parks, event tickets or any other bookings you could imagine.

Planbox Innovation Central

Planbox Innovation Central

Planbox Innovation Central is a best-in-class workflow-driven online portal and tool for your employees, customers, partners and community to collaborate, discover, evaluate, manage, and develop creative ideas and actionable solutions.

placester

placester

Placester is a real estate platform which enables real estate agents and brokers to easily create personalized websites, as well as manage leads and their activities.

Pitbull Tax

Pitbull Tax

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

pipesai

pipesai

Pipes.ai is a platform that improves your outbound marketing contact rates: Get more of your customers on the phone without making a hire.

pipelyne

pipelyne

Pipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.

Pinterest

Pinterest

Pinterest is the world’s catalog of ideas that more than 100 million people around the world use every month to get more creative in their everyday lives. Save images and videos ("Pins") to curated collections ("Boards") from any website, or upload your own. Build your online presence and grow your audience by sharing your visual catalog, and track what your audience thinks through their Likes and repins.

PingSailor SMS

PingSailor SMS

PingSailor is an SMS messaging tool that allows you to send text messages globally.

pinboard

pinboard

Pinboard is a fast, no-nonsense bookmarking site. No ads, no fluff.

pima

pima

Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.

Picky Assist

Picky Assist

Picky Assist helps to connect your existing android mobile phone as a gateway to automate SMS & WhatsApp or Business can connect Official WhatsApp Business Account to interconnect with other apps

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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