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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

eshopbox

eshopbox

Eshopbox offers simple, fast, and tech-enabled fulfillment for ambitious e-commerce businesses with its network of fulfillment centers across India.

Epos Now

Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.

Enterprise Tech

Enterprise Tech

Enterprise.Tech is a business intelligence platform, providing innovation teams with the latest insights and connections to fast-growing startups.

Enquiry Tracker

Enquiry Tracker

Enquiry Tracker is a CRM for K-12 Schools to organize and track future families, manage events and provide detailed analytics.

enki

enki

Persona Intelligence to improve the conversion rate and accelerate the sales cycle

Engage AI by Filt Pod

Engage AI by Filt Pod

Engage AI increases LinkedIn lead touchpoints by alerting you when they post and creating comments to speed up engagements.

Empowr by AiFluence

Empowr by AiFluence

Empowr.ai is a B2B SaaS Influencer Marketing platform by Aifluence. Empowr.ai lets you launch a Creator campaign in few minutes and manage it end-to-end.

emitrr

emitrr

Emitrr is a human-like smart receptionist for small businesses. With Emitrr, business owners don’t have to worry about missing customer calls and can focus on their business growth, while Emitrr handles customer queries like booking appointments, quotes, FAQs, and more.

emblue

emblue

emBlue omnichannel platform. Email + SMS + Webhooks + Widgets hub. Send the right message at the right time.

embedsocial

embedsocial

EmbedSocial helps you manage your online reviews and other user generated content.

emarsys

emarsys

Emarsys is a marketing platform that enables personalized, one-to-one interactions between marketers and customers across all channels.

dropfunnels

dropfunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

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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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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