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Copy.ai + Insightly

Trigger new workflows in Copy.ai for new records in Insightly

Start capitalizing on your new Insightly records instantly with this streamlined automation. Whenever a fresh record is created in Insightly, this workflow swiftly sparks a task in Copy.ai, making the process more efficient. Save time and keep your content production in step with your CRM updates, ensuring you always stay on top of all new developments.

Start capitalizing on your new Insightly records instantly with this streamlined automation. Whenever a fresh record is created in Insightly, this workflow swiftly sparks a task in Copy.ai, making the process more efficient. Save time and keep your content production in step with your CRM updates, ensuring you always stay on top of all new developments.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    Copy.aiCopy.ai
    Run Workflow

    Triggers when a Workflow Run is completed.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
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About Copy.ai

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Related categories

  • AI Tools
insightly logo
insightly logo

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.

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