Connect Wildapricot and Insightly to Build Intelligent Automations

Choose a Trigger

Wildapricot

When this happens...

Choose an Action

Insightly

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in your Wild Apricot account.

New Membership

New Membership

Triggers when a new membership is created in your Wild Apricot account.

New Invoice

New Invoice

Triggers when a new invoice is created in your Wild Apricot account.

New Payment

New Payment

Triggers when a new payment is created in your Wild Apricot account.

New Event

New Event

Triggers when a new event is created in your Wild Apricot account.

New Refund

New Refund

Triggers when a new refund is created in your Wild Apricot account.

Do thisActions

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

Delete Contact

Delete Contact

Deletes a contact from your WildApricot database.

Add a Contact

Add a Contact

Adds a new contact or member details in your WildApricot database.

Create Record

Create Record

Creates a Record.

Update Record

Update Record

Updates a Record

List Contact

List Contact

Retrieves the list of all contacts

List Emails

List Emails

Retrieves the list of all emails

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Frequently Asked Questions

How do I start an integration between Wildapricot and Insightly?

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

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

Absolutely. You can customize how Wildapricot 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 Wildapricot and Insightly?

The data sync between Wildapricot 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 Wildapricot 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 Wildapricot and Insightly?

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

Wildapricot

About Wildapricot

Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.

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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.

Learn More