Connect Wati and Insightly
Integrate Wati with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Wati + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Wati
When this happens...
New Event Occurs
When a chatbot is triggered
When a template message is sent in Wati
When a session message is sent
When a new message is received from a contact
When a new message arrives in Wati
When a CTA (call-to-action) button is clicked
When a call's status changes
When a new message is received in Wati
When a message you sent is delivered
When a sent message is read in Wati
When a recipient replies to a sent message
When a template message fails to send
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 New Event Occurs in Wati
Use this flowUpdate Record in Insightly when New Event Occurs in Wati
Use this flowList Contact in Insightly when New Event Occurs in Wati
Use this flowList Emails from Insightly when New Event Occurs in Wati
Use this flowList Events from Insightly when New Event Occurs in Wati
Use this flowList Leads from Insightly when New Event Occurs in Wati
Use this flowList Lead Sources from Insightly when New Event Occurs in Wati
Use this flowList Lead Statuses from Insightly when New Event Occurs in Wati
Use this flowList Milestones from Insightly when New Event Occurs in Wati
Use this flowList Notes from Insightly when New Event Occurs in Wati
Use this flowSupported Triggers & Actions
Everything you can automate between Wati and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
When a template message is sent in Wati
Runs the workflow automatically whenever a template message is sent in Wati.
When a session message is sent
Runs the workflow automatically whenever a session message is sent in Wati.
When a new message is received from a contact
Runs the workflow automatically when a new message is received from a contact in Wati.
When a new message arrives in Wati
Runs the workflow automatically whenever a new message arrives in Wati.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wati 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 Wati 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 Wati triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Wati . 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 Wati and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wati 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.
