Connect Insighto.ai and client diary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
- Request a new Action for client diary
Enable Integrations or automations with these events of Insighto.ai and client diary
Enable Integrations or automations with these events of Insighto.ai and client diary
Triggers
New Contact
Triggers when a new contact is created.
Actions
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Insighto.ai and client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in client diary (or vice versa).
Absolutely. You can customize how Insighto.ai data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.
The data sync between Insighto.ai and client diary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Insighto.ai and client diary. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
Learn MoreAbout client diary
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
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