Insightly integration

Create, update, find and delete records in Insightly, and start flows when records are created, updated or deleted.

3 triggers · 5 actions

Connect Insightly free See what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “New Record” happens in Insightly, check the details with AI, then “Create Record” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
One credit per run

Triggers

Start a workflow when this happens

WHEN
New Record
Fires when a new record is created in Insightly (requires webhook setup).
WHEN
Updated Record
Fires when an existing record is updated in Insightly (requires webhook setup).
WHEN
Deleted Record
Fires when a record is deleted from Insightly.

Actions

Then Calibra can do this for you

DO
Create Record
Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.).
DO
Update Record
Update an existing record's fields in a specified Insightly object.
DO
Get Record
Get a record by ID from a specified Insightly object.
DO
Delete Record
Delete a record by ID from a specified Insightly object.
DO
Find Records
Find records in a specified Insightly object.

Questions

Is the Insightly integration free?

Yes. Insightly is available on every Calibra plan, including the free plan, which needs no card.

How is Insightly usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Insightly without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Insightly for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

Start free See pricing