Azendoo + Insightly Integrations

How to connect Azendoo + Insightly

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Supported triggers and actions

What does this mean?

New Task Assigned to Me
Triggers when a user sends me a task.
Trigger
Scheduled
New Completed Task
Triggers when a task is marked as completed.
Trigger
Scheduled
New Task
Triggers when a user creates a task.
Trigger
Scheduled
Create New Activity
Triggers a new activity by the app.
Action
Write
Send New Message
Creates a new conversation.
Action
Write
Create Subject
Creates a new subject.
Action
Write
Create Task
Creates a new task.
Action
Write
Deleted Record
Triggers when a record is deleted.
Trigger
Instant
Insightly
Triggers when a new record is created.
Instant
Trigger
Insightly
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.).
Instant
Trigger
Insightly
Triggers when a record is updated.
Instant
Trigger
Insightly
Creates a Record
Scheduled
Action
Insightly
Updates a Record
Scheduled
Action
Insightly
Finds an existing Record
Scheduled
Action

How Azendoo + Insightly Integrations Work

Step 1: Authenticate Azendoo and Insightly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Azendoo + Insightly

About Azendoo

Azendoo groups all your teamwork in one place so that you can plan, share and get organized, together.

Related categories

Project Management

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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.

Learn more