Insightly integrations
Use Nekton to connect Insightly with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Insightly integrations with Nekton
If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Nekton and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.
Create automations that integrate Insightly with other services
Nekton AI can integrate Insightly with many online apps and tools.
Here are some popular integrations you can try to automate your Insightly workflows:
Insightly actions
Nekton can use any feature that is available in Insightly API.
Using our advanced AI, you can easily create custom automations for Insightly.
Here are some typical actions you can do in your automated workflows.
Create Record
Creates a Record
Find Record
Finds an existing Record
Update Record
Updates a Record
Deleted Record
Triggers when a record is deleted.
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
New Record
Triggers when a new record is created.
Updated Record
Triggers when a record is updated.
About 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. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.