Avail Lifetime Free Access - Limited Time Period Offer

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

leadquizzes3

leadquizzes3

LeadQuizzes 3 allows you to build interactive content to generate leads, collect data and personalize your marketing.

Oryx Cloud

Oryx Cloud

AI-Powered Lead Management Software that automates tracking, scoring, and engaging leads to improve conversion of leads to business to grow your revenue.

luxafor

luxafor

Luxafor Flag, Luxafor Orb and Luxafor Bluetooth - productivity tools that make it easy to stay focused on tasks at hand.Connect, customize and automate.

Mini Course Generator

Mini Course Generator

Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.

merrenio

merrenio

MerrenIO is a service that helps users to conduct customer experience surveys through WhatsApp.

Menu Tiger

Menu Tiger

MENU TIGER makes it easy for your customers to order and pay. Customize and edit your QR code menu to get higher returns. Start reinventing your customers’ digital menu experience now!

memomeister

memomeister

MemoMeister is an easy-to-use application that helps you document projects by facts from anywhere. Documents like images, videos, plans or forms are stored as memos (including description, metadata and comments) securely and structured in one place: the digital project file.

memegenlink

memegenlink

The free and open source API to generate memes.

membermate

membermate

membermate is a platform to easily set up your own member area, including courses, memberships, community, live calls and more.

melo

melo

Melo is an API that makes it easy to get — and use — real estate data.

meetingpulse

meetingpulse

MeetingPulse allows you to put real-time polling, voting, Q&A, scheduling, ideation, sentiment analysis or any response in the hands of your audience.

meetfox

meetfox

MeetFox is an easy-to-use meeting tool with online scheduling, seamless video calls and immediate payments all-in-one. Helping you monetize your time while providing a great user experience for your clients.

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!

get started messageget started message

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.

Learn More
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

Learn More