- Free forever for core features
- 14 day trial for premium features & apps
Do even more with Insightly + Xero + Cognito Forms
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Xero, and Cognito Forms. And don’t forget that you can add more apps and actions to create complex workflows.
New Bank Transaction
Triggers when a new bank transaction is created.Try ItTriggerScheduled
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Step 1: Authenticate Insightly, Xero, and Cognito Forms.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.