How to connect LiveAgent + Insightly
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- New Customer (Experimental)Triggers when a new customer is added to system. (uses API v3).Trigger
- New CustomerTriggers when a new customer is added to system.Trigger
- Add Customer to GroupAdd customer to group.Action
- Create ConversationCreates new conversation.Action
- Add New CustomerAdds new contact/customer to system.Action
- Remove Customer From GroupRemoves customer from particular group.Action
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
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.).
Triggers when a record is updated.
Creates a Record
Updates a Record
Finds an existing Record
- Step 1: Authenticate LiveAgent 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.