Customers & Support

Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more

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Supported
Triggers, Searches, Filters, and Actions

Search

Find Project

Searches for a project by name.

Search

Insightly logo Find User

Searches for a user by email address.

Trigger

Watch objects

Triggers when a new object of a selected type is created.

Trigger

New Project

Triggers when a new project is created within your Insightly account.

Trigger

New Opportunity

Triggers when a new opportunity is created.

Trigger

New Task

A new task was created in your Insightly account.

Trigger

Updated Contact

Triggers when a contact is updated.

Trigger

New Organization

A new organization was created in your Insightly account.

Trigger

New Lead

Triggers when a new lead is created in your Insightly account.

Trigger

New Contact

A new contact was created in your Insightly account.

Action

Retrieve object

Retrieves an object by its ID and type.

Action

Create object

Creates a new object of a selected type.

Action

Update Contact

Update a contact.

Action

Create Organization

Create a new organization in your Insightly account.

Action

Create Lead

Create a new lead in your Insightly account.

Action

Create Note

Create a new note in your Insightly account.

Action

Update Lead

Update an existing Lead.

Action

Create Project

Creates a new project in your Insightly account.

Action

Create Opportunity

Create a new opportunity in your Insightly account.

Action

Create Task

Create a new task in your Insightly account.

Action

Create Contact

Create a new contact in your Insightly account.

Available Datasets

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Frequently Asked Questions

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Alternative Connectors

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