Insightly and Slack integrations and automations

Do everything in one place

Customize your Insightly and Slack integration with the following triggers and actions.

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

Slack
  • Button click Real-time
    New button click in Slack
  • New event Real-time
    New event in Slack

    • 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

Slack
  • Custom action
    Custom action in Slack (Custom)
  • Archive conversation
    Archive conversation in Slack
  • Create conversation (channels and groups)
    Create conversation in Slack
  • Get user info
    Get user info by email or user ID
  • Invite users to conversation
    Invite users to conversation in Slack
  • Respond to button click
    Respond to button click in Slack
  • Post message
    Post message in Slack
  • Set conversation purpose
    Set conversation purpose in Slack
  • Set conversation topic
    Set conversation topic in Slack
  • Unarchive conversation
    Unarchive conversation in Slack

    • Any other action you can think up

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  • slack

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