Insightly + Cognito Forms Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Insightly and Cognito Forms.

Get started with workflows like: Add Insightly contacts for new Cognito Forms entries. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Popular Ways to Connect Insightly and Cognito Forms

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

A new contact was created in your Insightly account.

Triggers when a new opportunity is created.

Triggers when a new project is created within your Insightly account.

Triggers when a contact is updated.

Triggers when an order is created.

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

A new organization was created in your Insightly account.

A new task was created in your Insightly account.

Triggers when someone fills out your form.

Triggers when a payment is collected.

Step 1: Authenticate Insightly + Cognito Forms.
(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.