Connect Ryver and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Team
New Posts
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 Ryver and Insightly automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Team
Triggered when a new room is created.
New Posts
Fetch posts created in a selected team (workroom), forum, or user stream since the specified time.
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 Ryver integrations.
Send Chat Message
Send a message to a team (workroom), forum, or user in Ryver.
Create Team
Create a new Ryver team (workroom) with name, nickname, description, security setting, avatar and active status.
Upload File
Attach a file (URL or text) as a post to a Team (workroom), Forum, or User in Ryver.
Create Post
Create a post in Ryver to a forum, team (workroom), or user feed with an optional subject and body.
Create Record
Creates a Record.
Update Record
Updates a Record
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Frequently Asked Questions
To start, connect both your Ryver and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Ryver triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Ryver 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 Ryver 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 Ryver 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 Ryver
Ryver organizes all your collaboration in one app with team chat, task management, and voice and video calls.
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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