Connect pike13 and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Person Created
Person Updated
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 pike13 and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Person Created
Triggers when a new person is added to your business.
Person Updated
Triggers when a person is updated in your business.
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 pike13 integrations.
List Account
List all user's account details
List Businesses
List all Businesses
List Account People
List account people.
List Custom Fields
Lists the available custom fields.
List Event
Lists all the event.
List Event Occurrence
Lists all event occurrence.
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Frequently Asked Questions
To start, connect both your pike13 and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in pike13 triggers actions in Insightly (or vice versa).
Absolutely. You can customize how pike13 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 pike13 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 pike13 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 pike13
The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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.
Learn More
