New to Insightly: Create Projects and Keep Your Team on Task

Give your team a clear picture of how each project relates to contacts and opportunities by tracking everything in Insightly. Now, Zapier can automatically create Insightly projects, so your team can stay organized, assign tasks, and get to work right away.

What's New with Insightly

New Actions

• Create Project: Use Zaps to automatically create projects.

How to Automate Insightly with Zapier

1. Make sure you have a Zapier account and an Insightly account.

2. Try some pre-made Insightly integrations and learn more about how Insightly works with Zapier

3. Check out our Insightly help documentation for details on connecting your account and setting up your first Zap

4. Or login to build a custom workflow with Insightly and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Insightly with Zapier.