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Insightly + Slack

Send direct messages in Slack when new records occur in Insightly

Stay on top of your CRM activities with this integration. Every time a new record is created in Insightly, a direct message is sent through Slack, ensuring you never miss an update or task. Improve your team's communication and efficiency by having timely and accurate data at your fingertips. This workflow enhances collaboration and makes customer relationship management more streamlined and simple.

Stay on top of your CRM activities with this integration. Every time a new record is created in Insightly, a direct message is sent through Slack, ensuring you never miss an update or task. Improve your team's communication and efficiency by having timely and accurate data at your fingertips. This workflow enhances collaboration and makes customer relationship management more streamlined and simple.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    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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