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Insightly + Notion

Create Notion database items from new Insightly records

Keep your Notion database updated in real-time with this workflow. Whenever a new record is added in Insightly, this automation will create an item in the specified Notion database effortlessly. It swiftly consolidates your customer information, ensuring no valuable data is overlooked, leading to more efficient business operations.

Keep your Notion database updated in real-time with this workflow. Whenever a new record is added in Insightly, this automation will create an item in the specified Notion database effortlessly. It swiftly consolidates your customer information, ensuring no valuable data is overlooked, leading to more efficient business operations.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • DatabaseRequired

    Trigger
    Scheduled
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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notion logo
notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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