
When this happens...
New Customer
New Payment
New Order
New Payment Chargeback
New Refund
New Settlements

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created
Triggers when a new payment is created
Triggers when a new order is created
Triggers when a new payment chargeback is created
Triggers when a new refund is created
Triggers when a new settlement is created
Action is the task that follows automatically within your Mollie integrations.
Creates a new customer
Retrieve a list of the organization's balances, including the primary balance.
Get balance by Id
Retrieve a list of all balance transactions. Transactions include for example payments, refunds, chargebacks, and settlements.
Retrieve a list of all customers.
Search for a customer in mollie

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To start, connect both your Mollie and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Mollie triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Mollie data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between Mollie and Insightly 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 Mollie and Insightly. 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.
Mollie is a licensed business specializing in processing online payments on behalf of merchants.
Learn MoreInsightly 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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