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Insightly + Slack

Send channel messages in Slack for updated records in Insightly

Stay informed about all changes in Insightly without constantly checking the app. With this automated workflow, every time a record is updated in Insightly, a channel message gets posted in Slack. This ensures your team stays up-to-date on important updates, enhancing real-time collaboration and productivity.

Stay informed about all changes in Insightly without constantly checking the app. With this automated workflow, every time a record is updated in Insightly, a channel message gets posted in Slack. This ensures your team stays up-to-date on important updates, enhancing real-time collaboration and productivity.

  1. When this happens...
    InsightlyInsightly
    Updated Record

    Triggers when a record is updated.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
insightly logo
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

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.

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