Insightly + Slack

Create Insightly records from new Slack pushed messages

Stay on top of new messages in Slack and streamline your record-keeping processes in Insightly with this efficient workflow. Whenever there's a new message pushed in Slack, this automation instantly creates a corresponding record in Insightly. This helps you capture important details from your conversations, ensuring nothing gets lost in the shuffle, ultimately enhancing collaboration and productivity within your team.

Stay on top of new messages in Slack and streamline your record-keeping processes in Insightly with this efficient workflow. Whenever there's a new message pushed in Slack, this automation instantly creates a corresponding record in Insightly. This helps you capture important details from your conversations, ensuring nothing gets lost in the shuffle, ultimately enhancing collaboration and productivity within your team.

  1. When this happens...
    SlackSlack
    New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

    • Include Alias

    Trigger
    Instant
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    • Username

    • Highlight Word

    • Trigger for Bot Messages?

    • Only Public Channels?

    Trigger
    Instant
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    • ChannelRequired

    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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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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