How to connect Runrun.it + Insightly
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New Client
Triggers when a new client is created.
Try ItNew Task
Triggers when a new Task is created.
Try ItNameRequired
VisibleRequired
TeamRequired
TextRequired
New Project
Triggers when a new project is created.
Try ItTitleRequired
Description
Desired Date
Board
TeamRequired
TypeRequired
Project
Scheduled Start Time
TextRequired
ClientRequired
NameRequired
How Runrun.it + Insightly Integrations Work
- Step 1: Authenticate Runrun.it and Insightly.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.
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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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