Connect ProdPad and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Contact
New Company
New Feedback
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 ProdPad and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is created.
New Contact
Tiggers when a new contact is created.
New Company
Triggers when a new company is created.
New Feedback
Triggers when a new Feedback is created.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
Do thisActions
Action is the task that follows automatically within your ProdPad integrations.
Create Contact
Create a new Contact.
Create Feedback
Create new feedback.
Create Idea
Create a New Idea
Update Feedback
Update an existing piece of feedback
Update Contact
Update an existing Contact
Find Contact
Find an existing Contact by Contact ID.
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Frequently Asked Questions
To start, connect both your ProdPad and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in ProdPad triggers actions in Insightly (or vice versa).
Absolutely. You can customize how ProdPad 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 ProdPad 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 ProdPad 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 ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
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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