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Insightly + Slack

Send Slack channel messages when Insightly records are updated

Stay on top of changes happening in your Insightly records by setting up this efficient workflow. Whenever a field in a record is updated, it will instantly relay a channel message in Slack. This way, your team can react promptly to changes, ensuring everyone stays informed and tasks are completed promptly. Experience better team coordination with this automatic alert system.

Stay on top of changes happening in your Insightly records by setting up this efficient workflow. Whenever a field in a record is updated, it will instantly relay a channel message in Slack. This way, your team can react promptly to changes, ensuring everyone stays informed and tasks are completed promptly. Experience better team coordination with this automatic alert system.

  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!
    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
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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 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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