Connect TopMessage and Insightly
Integrate TopMessage with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when Message Is Read in TopMessage
Update Record in Insightly when Message Is Read in TopMessage
List Contact in Insightly when Message Is Read in TopMessage
List Emails from Insightly when Message Is Read in TopMessage
List Events from Insightly when Message Is Read in TopMessage
Popular TopMessage + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
TopMessage
When this happens...
Message Is Read
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 Message Is Read in TopMessage
Use this flowUpdate Record in Insightly when Message Is Read in TopMessage
Use this flowList Contact in Insightly when Message Is Read in TopMessage
Use this flowList Emails from Insightly when Message Is Read in TopMessage
Use this flowList Events from Insightly when Message Is Read in TopMessage
Use this flowList Leads from Insightly when Message Is Read in TopMessage
Use this flowList Lead Sources from Insightly when Message Is Read in TopMessage
Use this flowList Lead Statuses from Insightly when Message Is Read in TopMessage
Use this flowList Milestones from Insightly when Message Is Read in TopMessage
Use this flowList Notes from Insightly when Message Is Read in TopMessage
Use this flowSupported Triggers & Actions
Everything you can automate between TopMessage and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
Message Is Read
Runs when message is read
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.
New or Updated Lead
Triggers when new lead is created or updated.
Do thisActions
Action is the task that follows automatically within your TopMessage integrations.
Send Message
Send a richly formatted message
List Messages
List SMS and WhatsApp messages
Get Message by ID
Get message status and content
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
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 TopMessage
TopMessage is a business messaging platform that enables companies to send SMS and WhatsApp messages through a single dashboard. It helps businesses manage marketing campaigns, customer communication, OTP verification, and automated messaging with easy-to-use APIs and tools. [1]: https://topmessage.com/?utm_source=chatgpt.com "TopMessage | Secure & Efficient Business Messaging Solutions"
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TopMessage 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 TopMessage 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 TopMessage triggers actions in Insightly, and a separate workflow where Insightly triggers actions in TopMessage. 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 TopMessage and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TopMessage 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.
