Insightly and Monday integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

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

Monday
  • New moved item to group
    New Moved item to a group in Monday.com
  • New activity log
    New Activity Log in Monday.com
  • New item
    New Item in Monday.com
  • Updated any column value
    Updated Any column value in Monday.com
  • Updated specific column value
    Updated Column value in Monday.com
  • Updated any column value Real-time
    Column value updated in Monday.com
  • New item Real-time
    New item created in Monday.com
  • New moved item to group Real-time
    Item moved to group in Monday.com
  • Updated specific column value Real-time
    Specific column value updated in Monday.com

    • 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

Monday
  • Archive record
    Archive record in Monday.com
  • Clear column value
    Clear column value in Monday.com
  • Create record
    Create record in Monday.com
  • Custom action
    Run GraphQL query in Monday.com
  • Delete record
    Delete record by ID in Monday.com
  • Get record
    Get record in Monday.com
  • Move record
    Move record in Monday.com
  • Search records
    Search records in Monday.com
  • Update record
    Update record by ID in Monday.com
  • Upload file
    Upload file in Monday.com

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation