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Insightly + Notion

Create new Notion database items from new Insightly records effortlessly

Stay updated on changes within Insightly by incorporating this data into your Notion database. When a new record is added in Insightly, this workflow creates a corresponding item in your Notion database, ensuring you always have the most recent and relevant information at hand. Simplify and strengthen your data management process by making the transfer of information from Insightly to Notion a seamless process.

Stay updated on changes within Insightly by incorporating this data into your Notion database. When a new record is added in Insightly, this workflow creates a corresponding item in your Notion database, ensuring you always have the most recent and relevant information at hand. Simplify and strengthen your data management process by making the transfer of information from Insightly to Notion a seamless process.

  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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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.
Learn more

Related categories

Related Zap Templates

Related Zap Templates

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