Insightly + Trello Integrations

How to connect Insightly + Trello

Zapier lets you send info between Insightly and Trello automatically—no code required.

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Supported triggers and actions

What does this mean?

Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
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.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant
Create Record
Creates a Record
Action
Write

Update Record
Updates a Record
Action
Write
Find Record
Finds an existing Record
Action
Search

New Board
Triggers when a new board is added.
Trigger
Scheduled

Trello
Triggers when a new card is added.
Scheduled
Trigger
Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
Trello
Triggers when there is activity in Trello.
Instant
Trigger
Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
Trello
Creates a new checklist item in a card.
Scheduled
Action
Trello
Creates a new board.
Scheduled
Action
Trello
Adds a new card on a specific board and list.
Scheduled
Action
Trello
Archives a card.
Scheduled
Action
Trello
Adds one or more attachments to a specific card.
Scheduled
Action
Trello
Adds an existing label to a specific card.
Scheduled
Action
Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
Trello
Adds one or more members to a specific card.
Scheduled
Action
Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
Trello
Closes a board without permanently deleting it.
Scheduled
Action
Trello
Writes a new comment on a specific card.
Scheduled
Action
Trello
Completes an existing checklist item in a card.
Scheduled
Action
Trello
Creates a copy of an existing board.
Scheduled
Action
Trello
Deletes an existing checklist on a card.
Scheduled
Action
Trello
Adds a new label on a specific board.
Scheduled
Action
Trello
Adds a new list on a specific board.
Scheduled
Action
Trello
Removes an existing label from a card.
Scheduled
Action
Trello
Finds a label on a particular board by name.
Scheduled
Action
Trello
Finds a list on a particular board by name.
Scheduled
Action
Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
Trello
Finds a board in your Trello organization by name.
Scheduled
Action
Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
Trello
Finds a member in your Trello organization by name.
Scheduled
Action
Trello
Finds or creates a specific board label.
Scheduled
Action
Trello
Finds or creates a specific board list.
Scheduled
Action
Trello
Finds or creates a specific checklist.
Scheduled
Action
Trello
Finds or creates a specific organization board.
Scheduled
Action
Trello
Finds or creates a specific organization card.
Scheduled
Action

How Insightly + Trello Integrations Work

Step 1: Authenticate Insightly and Trello.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Insightly + Trello

Trello Tutorials

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 More