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Discord + Insightly

Send Discord channel messages for updated Insightly records

Keep your team informed about updates in Insightly records with this efficient workflow. When a field is updated on an Insightly record, a channel message will be sent in your Discord app. Stay on top of changes and ensure smooth communication without the need for manual updates.

Keep your team informed about updates in Insightly records with this efficient workflow. When a field is updated on an Insightly record, a channel message will be sent in your Discord app. Stay on top of changes and ensure smooth communication without the need for manual updates.

  1. When this happens...
    InsightlyInsightly
    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.).

    TriggerInstant
  2. automatically do this!
    DiscordDiscord
    Send Channel Message

    Post a new message to a specific #channel you choose.

    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
discord logo
discord logo

About Discord

Discord is an all-in-one voice and text chat for gamers.
Learn moreHelp

Related categories

  • Team Chat

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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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