Connect InvGate Service Management and Insightly
Integrate InvGate Service Management with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New or Updated Contact in Insightly
Get Categories from InvGate Service Management when New or Updated Contact in Insightly
Get Users from InvGate Service Management when New or Updated Contact in Insightly
Get Incident Details from InvGate Service Management when New or Updated Contact in Insightly
Create User in InvGate Service Management when New or Updated Contact in Insightly
Popular InvGate Service Management + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
Choose an action
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Create Incident in InvGate Service Management when New or Updated Contact in Insightly
Use this flowGet Categories from InvGate Service Management when New or Updated Contact in Insightly
Use this flowGet Users from InvGate Service Management when New or Updated Contact in Insightly
Use this flowGet Incident Details from InvGate Service Management when New or Updated Contact in Insightly
Use this flowCreate User in InvGate Service Management when New or Updated Contact in Insightly
Use this flowCreate Incident in InvGate Service Management when New Document Template in Insightly
Use this flowGet Categories from InvGate Service Management when New Document Template in Insightly
Use this flowGet Users from InvGate Service Management when New Document Template in Insightly
Use this flowGet Incident Details from InvGate Service Management when New Document Template in Insightly
Use this flowCreate User in InvGate Service Management when New Document Template in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Create Record
Creates a Record.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between InvGate Service Management and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where InvGate Service Management triggers actions in Insightly, and a separate workflow where Insightly triggers actions in InvGate Service Management. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between InvGate Service Management and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
