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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

pathwright

pathwright

Design step-by-step learning paths for anyone. With Pathwright you can create learning paths that guide students, employees, or anyone in the world to a new level of skill.

passcreator

passcreator

Create digital Wallet passes using our visual editor. Distribute store cards, coupons, event tickets and membership cards to your customers.

Passage Ticketing

Passage Ticketing

Passage is an online event ticketing platform that helps event organizers sell tickets, merchandise, and concessions both online and at-the-door.

participate

participate

Participate is a team collaboration app that combines your favorite parts of social media and online learning in Communities of Practice (CoPs) that inspire professional learning, connection and growth.

parseprompt

parseprompt

ParsePrompt allows you to extract and summarize audio files, Youtube videos, PDFs, and web-pages at scale with AI.

parcelparcel

parcelparcel

ParcelParcel is an online logistics shipping platform where people can ship worldwide.

Paperless Parts

Paperless Parts

Paperless Parts is the secure estimating and quoting software for manufacturing that empowers shops to make smarter, faster, more informed decisions. Communicate better, quote faster, win new customers, and increase revenue with Paperless Parts.

paperless

paperless

Paperless lets you create, sign, and manage intelligent documents on a single platform. For more productivity and a better experience for everyone involved.

PagePixels Screenshots

PagePixels Screenshots

PagePixels provides free, immediate screenshots, scheduled screenshots, and multi-step screenshots (complete forms, login to websites, etc).

packfleet

packfleet

At Packfleet, we’re on a mission to empower businesses across the UK to offer the best deliveries on Earth.

Paced Email

Paced Email

Paced Email allows you to control when you receive emails by creating custom aliases. Batch messages into daily, weekly or monthly digests.

Outscraper

Outscraper

Outscraper is a service that allows you to scraper the data and reviews from Google Maps in real-time. Use simple queries and extract any amount of local businesses into JSON.

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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