Connect SendFox and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Unsubscribe
New Contact
New Campaign
New List
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 SendFox and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Unsubscribe
Triggered when a new contact is unsubscribed.
New Contact
Triggered when a lists the contacts.
New Campaign
Triggered when a lists the campaigns.
New List
Triggered when a lists the list.
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 SendFox integrations.
Unsubscribe Contact
unsubscribes a contact
Create a Contact
Creates a new contact.
Create a List
Creates a new list
Remove a Contact from a List
Removes a contact from a specific list
Find Campaign
Retrieves the details of a campaign using its ID.
List all Campaigns
Lists all campaigns
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Frequently Asked Questions
To start, connect both your SendFox and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in SendFox triggers actions in Insightly (or vice versa).
Absolutely. You can customize how SendFox 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 SendFox 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 SendFox 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 SendFox
SendFox is an email marketing tool designed for content creators that combines automation and customization to help manage email lists and create engaging emails.
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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