Toky Insightly

Toky + Insightly Integrations, Built by an AI Agent

Put Toky + Insightly to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Toky and Insightly below — describe the exact one you want above and the Agent builds it on demand.

Toky + Insightly When a call completes in Toky, log a phone call record on the contact in Insightly. See details
Send text messages to newly created leads When a new lead is created in Insightly, automatically send a welcome SMS via Toky to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Toky, automatically log the activity on the contact's record in Insightly. See details
Dispatch text confirmations on won deals When a deal is won in Insightly, send an automated SMS via Toky to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Toky and Insightly?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Toky and Insightly

Everything Toky and Insightly can do inside a workflow — the triggers that start one and the actions that run when it fires.

Toky Explore Toky →

Toky is a cloud-based business phone system that provides virtual numbers, call recording, and voice messaging capabilities.

Triggers
New Call

Trigger when there is a new call in Toky.

New Text Message

Trigger when there is a new incoming Text Message in Toky.

New Voicemail

Trigger when there is a new voicemail in Toky.

Actions
Create Contact

Create a new contact in Toky phone directory.

Send Text Message

Send a Text Message with Toky.

Insightly Explore Insightly →

A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.

Triggers
Deleted Record

Triggers when a record is deleted.

New Record

Triggers when a new record is created.

Updated Field on Record

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.).

Updated Record

Triggers when a record is updated.

Actions
Create Record

Creates a Record

Update Record

Updates a Record

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Toky + Insightly

Is there a pre-built Toky + Insightly automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Toky and Insightly's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Toky or Insightly connector?

No. The Agent works whether or not Toky or Insightly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Insightly and Toky help track phone communications?

Inbound calls, text messages, and missed calls handled in Toky can automatically log activities or update lead profiles directly inside Insightly.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Insightly can prompt Toky to send an automated SMS confirmation or message to the client.

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