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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

officemaps

officemaps

OfficeMaps giving employees better flexibility and control over their working environments with desk, room, and asset booking management.

officely

officely

Officely allows for a business virtual assistants to run the business easily directly from WhatsApp through a chatbot.

odeum

odeum

Odeum is a complete solution for launching a branded subscription video service with apps on every major platform.

octai

octai

Octai: Effortless AI with No-Code ML. Quickly build accurate models and apply AI insights to enhance your business operations.

obvio

obvio

OBVIO is a virtual event platform, allowing our users to host virtual events for hundreds of attendees, all the way up to hundreds of thousands.

documents

documents

The otris solution platform (Documents) is an ECM platform for managing documents and business processes.

NCScale

NCScale

ncScale monitors your no-code stack, simplifies troubleshooting, improves security and helps you consolidate documentation and best practices.

nunify

nunify

nunify is an event tech platform to run any type of event - virtual events, hybrid events, webinars, in-person events & meetings. This platform provides all tools for registrations, onsite check-in, networking, audience engagement, gamification, live stream, event apps, sponsorships.

number

number

Number™ allows you to link WhatsApp, SMS, and Voice with business tools for automated communication. Save time and streamline your communication now.

nuclia

nuclia

Nuclia provides AI search accross your unstructured data from any source. It handles video/audio transcription, OCR, and document parsing.

nteraction

nteraction

Nteraction is a communication tool delivering web-based, cookie-free, personalized playlists of content to your customers and staff.

Nozbe

Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

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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