Insightly + monday.com

Create new monday.com items for every new Insightly record

Easily streamline your project management process with this effective workflow between Insightly and monday.com. Whenever a new record is added in Insightly, a corresponding item will be created in monday.com, helping you keep track of important information and ensuring a smooth flow of data between the two platforms. Stay organized and enhance your team's productivity with this seamless automation.

Easily streamline your project management process with this effective workflow between Insightly and monday.com. Whenever a new record is added in Insightly, a corresponding item will be created in monday.com, helping you keep track of important information and ensuring a smooth flow of data between the two platforms. Stay organized and enhance your team's productivity with this seamless automation.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
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insightly logo

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

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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