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Insightly + Trello

Insightly + Trello

Insightly + Trello integrations

Update Trello cards when Insightly records fields are modified

Stay on top of your project management by connecting Insightly with Trello. With this workflow, whenever a field is updated on any record in Insightly, a new card will be instantly created in Trello. This way, all updates get translated into actionable steps in Trello, helping you keep track of changes, stay organized, and efficiently manage your tasks.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers 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.).
  2. automatically do this!
    Update Card
    Update Card
    Update CardUpdate a card's name, description, due date, or position in list.
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More things you can do with Insightly and Trello

Discover other triggers and actions you can use with Insightly and Trello

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    • Insightly Object
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    • Insightly Object
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    Action
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    • Insightly Object
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    • Search By
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    • Search Value
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    • Insightly Object
      Required
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    • Insightly Object
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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.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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Related Zap Templates

  • Create Trello cards for new Insightly records

 

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