Formatter

Formatter + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Formatter by Zapier and Insightly, with as many as 28 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
New Task

A new task was created in your Insightly account.

Numbers

Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

New Contact

A new contact was created in your Insightly account.

Utilities

Various utilities like "choose value from list" or "look up in table" (with line-item support).

New Opportunity

Triggers when a new opportunity is created.

Date / Time

Work with dates and times to change formatting or add/subtract time (with line-item support).

New Lead

Triggers when a new lead is created in your Insightly account.

Text

Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

Updated Contact

Triggers when a contact is updated.

Create Contact

Create a new contact in your Insightly account.

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What is Formatter by Zapier?

Built-In

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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.

See Insightly Integrations