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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

lobbytrack

lobbytrack

Lobbytrack visitor management software is used for registering visitors in corporate lobbies, government facilities, hospital visits, and schools.

Load and Go

Load and Go

Load and Go is a delivery system that helps power deliveries and transporters.

LLN Robot

LLN Robot

LLN Robot is a complete testing and support platform for developing Language, Literacy, and Numeracy in the education and VET sectors.

leagueapps

leagueapps

LeagueApps equips sports organizers, coaches, parents, and athletes with the tools they need to make sports happen. Our sports management software takes the headache out of everything from registration to schedule management, giving organizers the freedom to focus on what matters.

leadspin

leadspin

Leadspin is a gamification tool to collect leads in a fun and efficient way.

leadlander

leadlander

LeadLander is a website tracking tool that can identify companies and people visiting your website to help grow your sales pipeline.

LeadIQ

LeadIQ

The LeadIQ platform helps you prospect smarter and build pipeline faster. Find prospect data, track sales triggers, and personalize outreach all in one place.

leadgen

leadgen

LeadGen App helps you build high-converting online forms for website and landing pages without any coding skills. Create engaging forms that help you attract more quality leads and gather valuable data.

layup

layup

Layup AI enables you to transform your documents into workflows

lawnpro

lawnpro

Automate business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

lawhustle

lawhustle

LawHustle picks up where lead generation systems and marketing firms leave off. It takes leads and turns them into clients, while you’re busy taking care of your existing clients. The return on your marketing dollars multiplies and your firm grows!

lantern

lantern

Lantern allows you to build product discovery quizzes to engage customers, improve their shopping experience & boost sales.

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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