Insightly + Notion

Create new Notion database items from updated Insightly records

Streamline your workflow with this efficient tool. Whenever an update occurs in a field within your Insightly record, the corresponding Notion record is instantly updated, effectively keeping your database current and aligned. This tool eliminates the time-consuming task of manual data transfer between platforms, thereby freeing up more time for you to focus on other important tasks. Enjoy up-to-date, centralized information effortlessly with this smart solution.

When this happens...
Updated Field on Record
Triggers 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.).
TriggerInstant
automatically do this!
Create Data Source Item
Creates an item in a data source.
ActionWrite

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Supported triggers and actions

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- Database
- Data Source
- Page
Trigger
Instant
Try It

- Page IdRequired
Trigger
Polling
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- Data Source
- ItemRequired
Action
Write

- Data Source
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data SourceRequired
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- Data Source
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Content
- Content Format
Action
Search or write

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Data Source (required)
- Filter by Creation Time
Trigger
Polling
Try It
- Data Source (required)
Trigger
Polling
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- Item IDRequired
Action
Write
- Data Source
- ItemRequired
- Content
- Content Format
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

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 more