Insightly integrations and automations

Seamlessly connect Insightly with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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    • Build powerful workflows, fast

    Triggers

    When this happens…

    Insightly
    • New contact
      New contact in Insightly
    • New organisation
      New organisation in Insightly
    • Updated contact
      Updated contact in Insightly
    • Updated opportunity
      Updated opportunity in Insightly
    • Updated organisation
      Updated organisation in Insightly

      • Any other trigger you can think up

    Actions

    Do this…

    Insightly
    • Custom action
      Custom action in Insightly (Custom)
    • Add note to opportunity
      Add note to opportunity in Insightly
    • Create contact
      Create contact in Insightly
    • Create event
      Create event in Insightly
    • Create opportunity
      Create opportunity in Insightly
    • Create organisation
      Create organisation in Insightly
    • Get user by ID
      Get user by ID in Insightly
    • Search contacts Batch
      Search contacts in Insightly
    • Search pipelines Batch
      Search pipelines in Insightly
    • Search users Batch
      Search users in Insightly
    • Update contact
      Update contact in Insightly
    • Update opportunity
      Update opportunity in Insightly

      • Any other action you can think up

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

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