How to connect Apptoto + Insightly
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- Appointment ScheduledTriggers when an appointment is scheduled through an Apptoto Booking PageTrigger
- Message ReceivedTriggers when a message is received in ApptotoTrigger
- Message SentTriggers when a message is sent in ApptotoTrigger
- Participant Booking State ChangedTrigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)Trigger
- Participant Check-In State ChangedTrigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)Trigger
- Participant Reminder State ChangedTrigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)Trigger
- Payment ProcessedTriggers when a payment charged or captured via ApptotoTrigger
- Payment RefundedTriggers when a payment is refunded via ApptotoTrigger
- 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.
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