Cobot

Cobot + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cobot and Insightly, with as many as 45 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Cobot + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

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Membership Confirmed

Triggers when a membership is confirmed. This could be immediately upon confirmation by an admin or to the date the membership should become active.

Create Contact

Create a new contact in your Insightly account.

Membership Cancelation Changed

Triggers when the cancellation date of a membership is changed. In most cases that is when a member cancels their membership. But also triggers when an admin cancels a member or moves the cancellation date to another date.

Create Task

Create a new task in your Insightly account.

New Booking

Triggers when a new booking is made for a resource like a meeting room.

Create Note

Create a new note in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Organization

Create a new organization in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

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Cobot is a management software for coworking spaces and shared offices. Cobot helps you with billing, invoicing, bookings and member management so that you have more time for your coworkers.

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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.

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Connect Cobot + Insightly

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