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Harvestr + Insightly Integrations

How to connect Harvestr + Insightly

Zapier lets you send info between Harvestr and Insightly automatically—no code required.

When this happens...
InsightlyInsightly
Updated Record

Triggers when a record is updated.

automatically do this!
InsightlyInsightly
Create Record

Creates a Record

Supported triggers and actions

What does this mean?
  • Harvestr triggers, actions, and search
    Create Message
    Creates a new message in your inbox.
    Action
    Write
  • Harvestr triggers, actions, and search
    Search Discovery
    Search discovery in Harvestr project
    Action
    Search
  • Insightly triggers, actions, and search
    Deleted Record
    Triggers when a record is deleted.
    Trigger
    Instant
  • Insightly triggers, actions, and search
    New Record
    Triggers when a new record is created.
    Trigger
    Instant
  • Insightly triggers, actions, and search
    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.).
    Trigger
    Instant
  • Insightly triggers, actions, and search
    Updated Record
    Triggers when a record is updated.
    Trigger
    Instant
  • Insightly triggers, actions, and search
    Create Record
    Creates a Record
    Action
    Write
  • Insightly triggers, actions, and search
    Update Record
    Updates a Record
    Action
    Write
  • Insightly

    Finds an existing Record

    Scheduled

    Action

How Harvestr + Insightly Integrations Work

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

About Harvestr

Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.

Related categories

  • Product Management
insightly logo
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.
Learn More

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