Full list

Supported Triggers & Actions

Everything you can automate between ViscribeAI and Insightly.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New or Updated Opportunities

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

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

Ask a Question About An Image

Ask a Question About An Image

Get a clear answer to a specific question about an image.

Classify Image

Classify Image

Classify an image based on general knowledge or predefined classes.

Compare images

Compare images

Compare two images and return a clear summary of their similarities and differences.

Describe Image

Describe Image

Generate a short, plain‑language description and optional tags for an image provided as a URL or base64 string.

Extract Image Data

Extract Image Data

Extract specified text or numeric fields from an image (URL or base64) and return them as structured data.

Create Record

Create Record

Creates a Record.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations ViscribeAI
ViscribeAI + Insightly
ViscribeAI logo

About ViscribeAI

ViscribeAI is a cutting-edge AI tool designed to enhance transcription and note-taking processes. Leveraging advanced machine learning algorithms, it provides accurate and efficient transcription services, making it ideal for professionals and businesses seeking to streamline their documentation tasks.

Learn more
Integrations Insightly
Insightly + ViscribeAI
Insightly logo

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

How do I connect ViscribeAI and Insightly?

Sign up for a free viaSocket account, then authorize both your ViscribeAI 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ViscribeAI and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ViscribeAI to Insightly?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where ViscribeAI triggers actions in Insightly, and a separate workflow where Insightly triggers actions in ViscribeAI. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ViscribeAI and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ViscribeAI 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.