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Insightly integration for your workflows.
Connect Insightly to Collabase once and use 5 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
Insightly in Collabase
Connect Insightly to Collabase once and use 5 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
How to connect it
- Open the integrations in the workspace settings.
- Choose Insightly and connect your account.
- Add a trigger or an action to the workflow.
Insightly triggers
| Name | Description | Fields |
|---|---|---|
| New RecordInstant via webhook | Fires when a new record is created in Insightly (requires webhook setup) |
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| Updated RecordInstant via webhook | Fires when an existing record is updated in Insightly (requires webhook setup) |
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| Deleted RecordChecks at intervals | Fires when a record is deleted from Insightly |
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Insightly actions
| Name | Description | Fields |
|---|---|---|
| Create Record | Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.) |
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| Update Record | Update an existing record's fields in a specified Insightly object |
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| Get Record | Get a record by ID from a specified Insightly object |
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| Delete Record | Delete a record by ID from a specified Insightly object |
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| Find Records | Find records in a specified Insightly object |
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Related integrations
Tools that often share a workflow.
Questions about Insightly
What can I automate with Insightly in Collabase?
Insightly brings 5 actions and 3 triggers, for example Create Record, Update Record, Get Record, Delete Record and 1 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Insightly to Collabase?
You open the integrations in the workspace settings, choose Insightly and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Can Insightly start a workflow?
Yes. Insightly provides 3 triggers, for example New Record, Updated Record and Deleted Record. The workflow runs as soon as the event happens.
Does the Insightly integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.