Connect Paddle and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Address
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 Paddle and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggered when a new customer is created in Paddle.
New Address
Triggered when a new address is created in a specific customer.
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.
Do thisActions
Action is the task that follows automatically within your Paddle integrations.
Create Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
Generate an Aauthentication Token
Generate an authentication token for a customer.
Create an Address
Create an address for a customer.
Update an Address
Update an address of the customer.
Create a Business
Create a business for a customer.
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Frequently Asked Questions
To start, connect both your Paddle and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Paddle triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Paddle 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 Paddle 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 Paddle 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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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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