Connect SandeshChat and Insightly
Integrate SandeshChat with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when New Inbound Message Arrives in SandeshChat
Update Record in Insightly when New Inbound Message Arrives in SandeshChat
List Contact in Insightly when New Inbound Message Arrives in SandeshChat
List Emails from Insightly when New Inbound Message Arrives in SandeshChat
List Events from Insightly when New Inbound Message Arrives in SandeshChat
Popular SandeshChat + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
SandeshChat
When this happens...
New Inbound Message Arrives
Message Delivery Status Changes
Choose an action
Insightly
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
Create Record in Insightly when New Inbound Message Arrives in SandeshChat
Use this flowUpdate Record in Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Contact in Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Emails from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Events from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Leads from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Lead Sources from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Lead Statuses from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Milestones from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowList Notes from Insightly when New Inbound Message Arrives in SandeshChat
Use this flowSupported Triggers & Actions
Everything you can automate between SandeshChat and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound Message Arrives
Runs when new inbound message arrives.
Message Delivery Status Changes
Runs when Message Delivery Status Changes
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 SandeshChat integrations.
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
List Emails
Retrieves the list of all emails
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SandeshChat and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SandeshChat and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where SandeshChat triggers actions in Insightly, and a separate workflow where Insightly triggers actions in SandeshChat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SandeshChat and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SandeshChat and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
