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.

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.

  1. When this happens...
    InsightlyInsightly
    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
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    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
    • DatabaseRequired

    • Filter by Creation Time

    Trigger
    Polling
    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 more

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

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