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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

kommunity

kommunity

Kommunity is a social event platform where you can grow your community, organize events, and communicate with members in one place.

kobana

kobana

Kobana connects your company's or your users' internal systems through a unique API interface that automates billing, updates statements, makes payments at more than 30 Brazilian banks in a scalable and secure way.

knowledgeowl

knowledgeowl

KnowledgeOwl is knowledge base software that helps you get all your documentation in one place, whether for employees, teams, or customers.

knowfirst

knowfirst

KnowFirst offers everything you need to know to gain a competitive edge. Get a deep understanding of any business in seconds.

kaspr

kaspr

Kaspr helps you find emails and phone numbers through Linkedin. Create your own contact list with relevant contant information and boost your sales !

karen

karen

Karen is an AI enabled scheduling service that helps schedule appointment, take payment, and send reminders.

kaiten

kaiten

Kaiten is an online platform for collaborative work. With a built-in proven methodology, it will help you to take your team and business to the next level.

kadoa

kadoa

Kadoa extracts web data easily for you and brings it into the format you need it

JW Player

JW Player

JW Player helps you grow your business with its flexible platform of video services, powered by billions of signals from across our vast network.

justclick

justclick

JustClick is a platform for selling digital products & courses online.

jurny

jurny

Jurny is a One-Stop Property Management solution to take your short term rental operation to the next level. Every solution you need all-in-one place.

jumppl

jumppl

Jumppl is a project management platform with features including separate client portals, staff monitoring, task monitoring, invoicing, team chat and file storage.

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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