Insightly + Notion

Insightly + Notion integrations

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 RecordTriggers 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 ItemCreates an item in a data source.
ActionWrite

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More things you can do with Insightly and Notion

Discover other triggers and actions you can use with Insightly and Notion

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Data Source
  Required
Trigger
Instant
Try It

- Data Source
  Required
Trigger
Instant
Try It
- Data Source
- Page
  Required
- Properties to Watch
Trigger
Instant
Try It

- Data Source
- Item
  Required
Action
Write
- Data Source
- Template Mode
Action
Write
- Page
  Required
- Content
  Required
- Content Format
Action
Write
- Database
  Required
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data Source
  Required
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
- File_upload_note
- Page (or Block) ID
  Required
- File
  Required
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- BlockId
  Required
Action
Search
- Data Source
Action
Search
- Block ID
  Required
- Page Size
- Start Cursor
Action
Search
- Page or Database Item ID
  Required
Action
Search
- Page
  Required
- Property
  Required
Action
Search
- User
  Required
Action
Search

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Database
- Data Source
- Page
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- Page
  Required
Trigger
Instant
Try It
- Page
  Required
- Block Type
  Required
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- Page
  Required
- Comment
  Required
Action
Write
- Parent_page
  Required
- Title
- Content
- Icon
- Cover
Action
Write
- Item ID
  Required
Action
Write
- Data Source
- Item
  Required
- Content
- Content Format
Action
Write
- File_upload_note
- Data Source
  Required
- Item
  Required
- File Property
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Page
  Required
Action
Search
- Block ID
  Required
Action
Search
- Page ID
  Required
Action
Search
- Title
  Required
- Exact_match
  Required
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
Action
Search or write

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.

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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.

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Task Management

Related Zap Templates

Create Notion database items from new Insightly records

Create new Notion database items from new Insightly records effortlessly

Update Notion database items with new Insightly records efficiently