Insightly + Paperless Forms

Create records in Insightly when new entries are made in Paperless Forms

Effortlessly keep your Insightly records up-to-date with new information from Paperless Forms. This workflow triggers when a new entry is submitted in Paperless Forms and instantly updates the corresponding record in Insightly. Save time and simplify your data management process with this seamless integration.

Effortlessly keep your Insightly records up-to-date with new information from Paperless Forms. This workflow triggers when a new entry is submitted in Paperless Forms and instantly updates the corresponding record in Insightly. Save time and simplify your data management process with this seamless integration.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
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Supported triggers and actions

insightly logo
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.
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  • CRM (Customer Relationship Management)

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paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

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  • Forms & Surveys

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