How to connect Insightly + Airtable
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- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
- New RecordTriggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.Trigger
- Airtable
Triggers when a record is created or updated.
Scheduled
Trigger
- Airtable
Creates a new record with auto-populating fields.
Scheduled
Action
- Airtable
Creates up to 10 multiple new records with line item input
Scheduled
Action
- Airtable
Update the values of specific cells in an Airtable record.
Scheduled
Action
- Airtable
Finds multiple rows (10 max) using Airtable's search syntax. Returned as line items.
Scheduled
Action
- Airtable
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Scheduled
Action
- Airtable
Find or Create Record(s)
Scheduled
Action
- Airtable
Find or Create Record
Scheduled
Action
How Insightly + Airtable Integrations Work
- Step 1: Authenticate Insightly and Airtable.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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