Insightly + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Insightly and Proposify.


Get started with workflows like: Create Insightly tasks from new Proposify proposals. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Insightly + Proposify in Minutes

It's easy to connect Insightly + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

Triggers when a new project is created within your Insightly account.

Updated Contact

Triggers when a contact is updated.

InstantClient Created

Triggers when a user creates a new client.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

InstantClient Commented on a Proposal

Triggers when a client has left a comment on the client view.

InstantProposal Created

Triggers when a proposal is created.

How Insightly + Proposify Integrations Work

  1. Step 1: Authenticate Insightly + Proposify.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Insightly + Proposify