When this happens...
InsightlyNew Opportunity
Then do this...
SlackSend Channel Message

A new opportunity is just that - an opportunity. Make the most of it by alerting the team, spreading good news and sharing key information automatically. With Zapier working in the background, whenever a new opportunity comes in through Insightly, it triggers an automated message in the Slack channel of your choosing.

How this Insightly-Slack integration works

  1. A new opportunity is created in Insightly
  2. Zapier sends a Slack channel message

Apps involved

  • Insightly
  • Slack

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Starred Message

Triggers when you star a message.

Create Note

Create a new note in your Insightly account.

New Message Posted to Channel

Triggers when a new message is posted to a specific #channel you choose.

Send Direct Message

Send a direct message to a user or yourself from the Slackbot.

New Public Message Posted Anywhere

Triggers when a new message is posted to any public channel.

Send Channel Message

Post a new message to a specific #channel you choose.

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Become a Zapier Integration Partner

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.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.