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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

chekhub

chekhub

Manage all your tasks, procedures, assets, schedules and timelines in one easy-to-use app. Create comprehensive checklists, perform tasks confidently and complete projects with absolute accuracy and efficiency.

checkoutjoy

checkoutjoy

CheckoutJoy is an eCommerce platform that helps e-learning businesses worldwide to increase revenue and save costs by offering advanced checkout experiences.

canopy

canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

canarytext

canarytext

Canary Text is a basic messaging app developed for interoffice communications, We register the companies with us and add contacts against every company. Contacts of the same company can communicate with each other via SMS.

clearout

clearout

Clearout is a powerful email validation and verification platform designed to ensure your emails reach the inbox. It eliminates bounces, detects fake or risky addresses, prevents fraudulent signups, and safeguards your sender reputation — helping you maintain clean, reliable contact lists for better deliverability and campaign success.

cflow

cflow

Cflow is a cloud-based workflow software that provides a way to create business applications that help increase productivity and reduce costs.

centricminds

centricminds

CentricMinds is a digital platform delivering powerful Intranet, Document Management & Digital Experiences.

b2chat

b2chat

B2Chat helps you respond to messages from WhatsApp, Instagram, Facebook Messenger, Telegram and LiveChat in one place and turn every conversation into a sale.

B2B Generator

B2B Generator

B2B Generator instantly repurposes product data into multiple digital sales and marketing channels while maximizing reseller interconnection

brillium

brillium

A powerful assessment platform for creating and delivering exams, quizzes, certifications, and surveys across desktop and mobile platforms. Easy-to-use authoring, detailed reporting, and built-in integration with leading learning and talent management platforms.

Brain Pod AI

Brain Pod AI

AI content creation tool for streamlined content production, including AI content, images, bulk article generator, & SEO mode.

boomset

boomset

Boomset is an all-in-one platform to streamline your event management. Power events with features like online and onsite registration, self-check-in, facial recognition, on-demand printing, gamification, RFID tracking, lead retrieval and more.

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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