Apptoto + Insightly Integrations

How to connect Apptoto + Insightly

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Supported triggers and actions

What does this mean?

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant
Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant
Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant
Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
Apptoto
Removes a contact in Apptoto
Scheduled
Action
Apptoto
Removes an event in Apptoto
Scheduled
Action
Apptoto
Search for contact in Apptoto
Scheduled
Action
Apptoto
Search for event in Apptoto
Scheduled
Action
Insightly
Triggers when a record is deleted.
Instant
Trigger
Insightly
Triggers when a new record is created.
Instant
Trigger
Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
Insightly
Triggers when a record is updated.
Instant
Trigger
Insightly
Creates a Record
Scheduled
Action
Insightly
Updates a Record
Scheduled
Action
Insightly
Finds an existing Record
Scheduled
Action

How Apptoto + Insightly Integrations Work

Step 1: Authenticate Apptoto and Insightly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Apptoto + Insightly

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling

Related categories

Calendar

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more