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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

itemit

itemit

itemit is an asset management solution your whole team can use.

issuetrak

issuetrak

Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

ISO Manager

ISO Manager

ISO Manager is an all-in-one digital command center designed specifically to manage ISO 27001 / Information Security Management.

isla

isla

Isla is your hub to send and receive structured requests, eliminating the hassle of back-and-forth messages, interruptions, and context-switching at the workplace.

InvGate Service Desk

InvGate Service Desk

InvGate Service Desk is a ticketing solution with ITIL-ready functionalities to organize work based on priority, SLA & urgency, create automated workflows, integrate with CMDB and more.

infraspeak

infraspeak

Infraspeak is a mobile and cloud-based platform that helps maintenance/facility managers and technicians track and manage assets, buildings and locations. Highly customisable, Infraspeak centralises stock, reduces costs, manages corrective and preventive maintenance.

indecx

indecx

IndeCX is a Brazilian platform for monitoring customer experience in real time.

hotshp

hotshp

HotShp is an e-commerce content writing service. We write product descriptions, titles and social media posts.

hexowatch

hexowatch

Hexowatch is your AI sidekick to monitor any website for visual, content, source code or data changes.

hexomatic

hexomatic

Hexomatic is a no-code, work automation platform that enables you to harness the internet as your own data source, leverage the most sophisticated AI services and a crowdsourced team of human assistants to automate and delegate time consuming tasks.

hervai

hervai

Herv.ai is an error checking service in the auditing and accounting industry.

herobot

herobot

HeroBot is a zap chatbot platform for automated messaging, campaigns, and feedback collection.

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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