Connect Speak AI and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Text Created
Media Created
Text Analyzed
Text Failed
Embedded Recorder Created
Media Analyzed
Embedded Recorder Deleted
Embedded Recorder Recording Received
Chat Status
New Folder Created
Folder Updated
New Magic Prompts Response
New Events Created
Events Updated
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 Speak AI and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Text Created
Triggers when a new text is created.
Media Created
Triggers when media is created.
Text Analyzed
Triggers when an existing text is analyzed.
Text Failed
Triggers when text is failed.
Embedded Recorder Created
Triggers when embedded recorder is created..
Media Analyzed
Triggers when media is analyzed.
Do thisActions
Action is the task that follows automatically within your Speak AI integrations.
Run Magic Prompt
Run a Magic Prompt with your media data.
Create Text Note
Creates a new note with the given text content and name.
Create Folder
create a new folder.
Create User
Creates a User.
Create Embed
Creates a Embed.
Schedule Event
Schedule an Event.
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Frequently Asked Questions
To start, connect both your Speak AI and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Speak AI triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Speak AI 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 Speak AI 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 Speak AI 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 Speak AI
Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.
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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