Connect Insighto.ai and planday to Build Intelligent Automations

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Insighto.ai

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Choose an Action

planday

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Enable Integrations or automations with these events of Insighto.ai and planday

Enable Integrations or automations with these events of Insighto.ai and planday

Triggers

New Contact

New Contact

Triggers when a new contact is created.

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Actions

Create Contact

Create Contact

Creates a Contact in the system.

Add Text Blob Into Data Source

Add Text Blob Into Data Source

Adds a text blob into an existing Data Source.

Request a new Action for Insighto.ai

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Frequently Asked Questions

How do I start an integration between Insighto.ai and planday?

To start, connect both your Insighto.ai and planday accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in planday (or vice versa).

Can we customize how data from Insighto.ai is recorded in planday?

Absolutely. You can customize how Insighto.ai data is recorded in planday. This includes choosing which data fields go into which fields of planday, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Insighto.ai and planday?

The data sync between Insighto.ai and planday typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Insighto.ai to planday?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Insighto.ai and planday?

Yes, you can set conditional logic to control the flow of data between Insighto.ai and planday. 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.