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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

Hyperstack Certificates

Hyperstack Certificates

Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.

hyperia

hyperia

Hyperia is an AI Assistant that highlights the moments that matter from your calls and meetings so your team can focus on what’s most important

humanity

humanity

TCP Software's dynamic scheduling tool, Humanity, simplifies day-to-day employee management processes. With Humanity Scheduling, your organization can easily and accurately create error-free, dynamic schedules for your staff by location, department, position, and/or skills—with real-time availability conflict checking.

hubiomail

hubiomail

HubioMail is an email marketing platform for digital marketers or individuals who want to manage subscribers, import-export existing lists, and to manage and automate email marketing campaigns.

HrFlow.ai

HrFlow.ai

HrFlow.ai is the 1st multi-layer AI powered API that brings intelligence to your HR Data and bridges the gap between all your data Sources and Destinations.

HR Cloud

HR Cloud

HR Cloud provides seamless On-boarding experience to process new hires.

Housecall Pro

Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

hostifi

hostifi

HostiFi is a platform for remotely monitoring and managing your UniFi Network devices.

hostfully

hostfully

Hostfully is a complete, end-to-end property management platform that helps vacation rental PMs boost revenues.

horoshop

horoshop

Horoshop is an E-commerce platform that lets you to create powerful Online shops within a week.

helpdeskadvanced

helpdeskadvanced

HelpdeskAdvanced is an ITIL v3 compliant web- and mobile-based solution governing services across all organisational areas where Service Management is a key factor in the successful achievement of your company’s objectives.

hellosells

hellosells

HelloSells is a lead response and qualification service. We respond to calls and chats to capture the qualifying information and pass it to our clients so that they can focus only on the right prospects.

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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