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Zapier makes it easy to integrate Insightly with monday.com - no code necessary. See how you can get setup in minutes.
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Insightly
Insightly
1. Choose trigger event
monday.com
monday.com
2. Choose action
1. Select the event
Setup
Test
Insightly
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Record" from Insightly.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Insightly and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Formula_columns_notice
Board ID
Required
Item ID
Required
Override empty fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Column Title
Required
Column Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Item Name
Required
Subitem Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Body
Required
Parent Update ID
User Mentions
Team Mentions
Include team mentions in body
Board Mentions
Project Mentions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Item
Required
Include Updates?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Formula_columns_notice
Board ID
Required
Item ID
Required
Subitem ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Formula_columns_notice
Board
Item
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Formula_columns_notice
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Item ID
Required
Column
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Insightly and monday.com with AI agents and code
Beyond Zap workflows. Call Insightly and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Insightly and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Record
Archive Board
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Insightly and monday.com
Add Insightly record for new monday.com items
When a new item is created in a monday.com board, Zapier can create a corresponding record in Insightly. This ensures all tasks logged in monday.com are also tracked in the CRM for a central repository of business activities and opportunities, streamlining tracking and saving time.
Update monday.com board when Insightly record is updated
When a record in Insightly is updated, use Zapier to automatically update the corresponding item in a monday.com board. This keeps project boards in sync with CRM updates, ensuring marketing teams have the latest information to plan campaigns effectively, reducing manual data entry and minimizing errors.
Learn how to automate monday.com on the Zapier blog
Make work flow with AI
Level up your Insightly to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Insightly + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Insightly and monday.com
How do I set up a connection between Insightly and monday.com?
To connect Insightly with monday.com, you'll need to use our integration platform to authenticate both accounts. Once authenticated, you can create workflows that trigger actions in one application based on triggers in the other. For instance, when a new project is added in Insightly, it can automatically create a task in monday.com.
What triggers are available for the Insightly and monday.com integration?
Our platform supports several triggers such as 'New Project' or 'Updated Task' in Insightly, and 'New Item Created' or 'Column Value Changed' in monday.com. You can use these triggers to initiate actions across both platforms.
What kind of actions can be automated with this integration?
With this integration, you can automate actions like creating a new item or updating an existing one in monday.com when a project status changes in Insightly. Similarly, you can update project details in Insightly whenever there's an item update on your monday.com board.
Is it possible to sync data bi-directionally between both platforms?
Yes, you can set up workflows that ensure data is kept updated across both platforms. For example, changes made to task details in Monday.com can update the corresponding project information in Insightly and vice versa.
Are there any limitations to the data that can be transferred between the two applications?
While most standard fields and data types are supported for transfer between the two applications, custom fields might require additional configuration. We recommend checking specific field compatibility during setup.
Can I customize workflows based on my business needs?
Absolutely! Our integration allows for extensive customization of workflows ensuring they align perfectly with your business processes. You can create complex chains of events depending on various triggers and conditions from either platform.
How frequently does the integration sync data between Insightly and monday.com?
Data syncing frequency varies based on your plan settings but typically occurs every few minutes for most real-time syncing needs. However, specific configurations might allow more immediate updates depending on system demand and API limits.
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.
