Connect Readwise and Insightly to Build Intelligent Automations

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Readwise

When this happens...

Choose an Action

Insightly

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

New Document Template

Triggers when new document template is created.

New Email

New Email

Triggers when new email is send.

New or Updated Event

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

Action is the task that follows automatically within your Readwise integrations.

Create Highlight

Create Highlight

Creates a Highlight.

Update Highlight

Update Highlight

Updates an existing Highlight.

Delete Highlight

Delete Highlight

Delete an existing Highlight .

Create Tag for Highlight

Create Tag for Highlight

Creates a tag for an existing Highlight.

Update Tag for Highlight

Update Tag for Highlight

Update an existing tag for an existing Highlight.

Delete Tag for Highlight

Delete Tag for Highlight

Deletes an existing tag for an existing Highlight.

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Frequently Asked Questions

How do I start an integration between Readwise and Insightly?

To start, connect both your Readwise and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Readwise triggers actions in Insightly (or vice versa).

Can we customize how data from Readwise is recorded in Insightly?

Absolutely. You can customize how Readwise 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.

How often does the data sync between Readwise and Insightly?

The data sync between Readwise and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Readwise to Insightly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Readwise and Insightly?

Yes, you can set conditional logic to control the flow of data between Readwise 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.

Readwise

About Readwise

Readwise is a platform designed to help users manage and revisit their digital highlights and notes from various reading sources. It allows users to sync their highlights from Kindle, Instapaper, Pocket, and other reading apps, and then surfaces these highlights through daily emails and a web app to reinforce learning and retention.

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Insightly

About 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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