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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deleted Record" from Insightly.

Add your action

An action happens after the trigger—such as "Create Comment" in Redbooth.

You’re connected!

Zapier seamlessly connects Insightly and Redbooth, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Insightly to Redbooth integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Insightly and Redbooth to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- 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
- Organization
Trigger
Polling
Try It
- Project
- Organization
Trigger
Polling
Try It
- Organization
- Name
  Required
- Tracks Time?
- Is Public?
- Publish Pages
Action
Write
- Project
- List
  Required
- Name
  Required
- Description
- Assignees
- Status
- Is Private?
- Due On
- Urgent
Action
Write
- Text
  Required
- Type
- Project
Action
Search
- Task
  Required
- Project
- List
  Required
- Name
  Required
- Description
- Assignees
- Status
- Is Private?
- Due On
- Urgent
Action
Search or write

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
New Notification
Triggers when a new notification exists for the authenticated user.
Trigger
Polling
Try It
- Project
- List
  Required
- Organization
Trigger
Polling
Try It
- Project
- List
  Required
- Task
  Required
- Target Type
  Required
- Body
  Required
Action
Write
- Task
  Required
- Project
- List
  Required
- Name
  Required
Action
Write
- Project
- Name
  Required
Action
Write
- Task
  Required
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.

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CRM (Customer Relationship Management)

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About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.

Related categories

Project Management

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