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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

Loom

Loom

Loom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.

Sheetgo

Sheetgo

Sheetgo is a powerful tool that allows users to automate workflows and manage data across various spreadsheets. It enables seamless integration and data transfer between different spreadsheet platforms, making it ideal for businesses and individuals looking to streamline their data management processes.

Form Publisher

Form Publisher

Form Publisher is a tool that automates the process of generating documents from form responses. It allows users to create customized documents, such as PDFs, Word files, or Google Docs, based on the data collected from forms. This service is ideal for businesses and individuals who need to streamline document creation and management.

Tiller Money

Tiller Money

Tiller Money is a financial management tool that helps users automate their budgeting and financial tracking by connecting their bank accounts to customizable spreadsheets. It provides a seamless way to manage personal finances, track expenses, and gain insights into spending habits.

Coupler.io

Coupler.io

Coupler.io is a powerful data integration tool that allows users to automate the process of importing data from various sources into Google Sheets, Excel, and BigQuery. It is designed to help businesses and individuals streamline their data workflows by providing seamless connections to popular apps and services, enabling real-time data synchronization and analysis.

Supermetrics

Supermetrics

Supermetrics is a powerful data integration tool that helps businesses gather and analyze data from various marketing platforms. It simplifies the process of data collection by connecting with multiple data sources and transferring the data into analytics and reporting tools, enabling businesses to make informed decisions based on comprehensive insights.

Data Studio

Data Studio

Data Studio is a powerful tool by Google that allows users to transform raw data into informative, easy-to-read, and shareable dashboards and reports. It is designed to help businesses and individuals visualize their data in a way that is both meaningful and actionable.

Tactiq

Tactiq

Tactiq is a powerful tool designed to enhance your meeting productivity by providing real-time transcription and note-taking capabilities. It seamlessly integrates with popular video conferencing platforms, allowing users to capture and share meeting insights effortlessly. With Tactiq, you can ensure that no important detail is missed during your meetings, making it an essential tool for professionals who rely on accurate and efficient communication.

Rewatch

Rewatch

Avoma

Avoma

Avoma is a comprehensive meeting lifecycle assistant that leverages AI to automate meeting workflows, including scheduling, transcribing, summarizing, and analyzing meetings. It is designed to enhance productivity and collaboration by providing actionable insights and facilitating seamless communication within teams.

Otter.ai

Otter.ai

Otter.ai is a powerful transcription service that leverages AI technology to convert spoken language into written text. It is widely used for transcribing meetings, lectures, interviews, and other audio content, providing users with accurate and searchable transcripts. Otter.ai is ideal for professionals, students, and anyone who needs to capture and organize spoken information efficiently.

Fireflies

Fireflies

Fireflies.ai is an AI-powered meeting assistant that helps users transcribe, search, and analyze voice conversations. It integrates with various conferencing platforms to automatically record and transcribe meetings, making it easier for teams to collaborate and access important information from their discussions.

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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