Connect My Dukaan and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Choose an Action
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
Ready to use My Dukaan and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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.
Do thisActions
Action is the task that follows automatically within your My Dukaan integrations.
Get all Orders
Get a list of orders.
Create Category
Create a product category in a specified store.
Create Product
Create's a product.
Create Discount
Create's a discount.
Create a Warehouse
Creates a new warehouse.
Create a Customer Tag
Creates a new Customer Tag.
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Frequently Asked Questions
To start, connect both your My Dukaan and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in My Dukaan triggers actions in Insightly (or vice versa).
Absolutely. You can customize how My Dukaan 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 My Dukaan 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 My Dukaan 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.
About My Dukaan
Dukaan is a platform that enables businesses to create and manage their online stores with ease. It provides tools for setting up an eCommerce website, managing products, processing payments, and handling orders, all without requiring any technical expertise.
Learn MoreAbout 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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