Connect Shoppy and Insightly to Build Intelligent Automations

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Shoppy

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 Product Is Created

New Product Is Created

runs when New Product Is Created

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.

Do thisActions

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

Create product

Create product

Create a new product.

Update Product

Update Product

Update product details

Delete Product

Delete Product

Delete a product from your store.

Create Record

Create Record

Creates a Record.

Update Record

Update Record

Updates a Record

List Contact

List Contact

Retrieves the list of all contacts

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Frequently Asked Questions

How do I start an integration between Shoppy and Insightly?

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

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

Absolutely. You can customize how Shoppy 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 Shoppy and Insightly?

The data sync between Shoppy 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 Shoppy 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 Shoppy and Insightly?

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

Shoppy

About Shoppy

Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.

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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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