Connect Insightly and monday.com to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Insightly to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Insightly with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Record" from Insightly.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Insightly and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
ActionWrite- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
ActionSearch
- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
Try ItTriggerInstant- Insightly ObjectRequired
ActionWrite- Board IDRequired
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Insightly and monday.com
Add Insightly record for new monday.com items
When a new item is created in a monday.com board, Zapier can create a corresponding record in Insightly. This ensures all tasks logged in monday.com are also tracked in the CRM for a central repository of business activities and opportunities, streamlining tracking and saving time.
Business OwnerUpdate monday.com board when Insightly record is updated
When a record in Insightly is updated, use Zapier to automatically update the corresponding item in a monday.com board. This keeps project boards in sync with CRM updates, ensuring marketing teams have the latest information to plan campaigns effectively, reducing manual data entry and minimizing errors.
Marketing & Marketing OpsLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Insightly + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Insightly and monday.com
How do I set up a connection between Insightly and monday.com?
To connect Insightly with monday.com, you'll need to use our integration platform to authenticate both accounts. Once authenticated, you can create workflows that trigger actions in one application based on triggers in the other. For instance, when a new project is added in Insightly, it can automatically create a task in monday.com.
What triggers are available for the Insightly and monday.com integration?
Our platform supports several triggers such as 'New Project' or 'Updated Task' in Insightly, and 'New Item Created' or 'Column Value Changed' in monday.com. You can use these triggers to initiate actions across both platforms.
What kind of actions can be automated with this integration?
With this integration, you can automate actions like creating a new item or updating an existing one in monday.com when a project status changes in Insightly. Similarly, you can update project details in Insightly whenever there's an item update on your monday.com board.
Is it possible to sync data bi-directionally between both platforms?
Yes, you can set up workflows that ensure data is kept updated across both platforms. For example, changes made to task details in Monday.com can update the corresponding project information in Insightly and vice versa.
Are there any limitations to the data that can be transferred between the two applications?
While most standard fields and data types are supported for transfer between the two applications, custom fields might require additional configuration. We recommend checking specific field compatibility during setup.
Can I customize workflows based on my business needs?
Absolutely! Our integration allows for extensive customization of workflows ensuring they align perfectly with your business processes. You can create complex chains of events depending on various triggers and conditions from either platform.
How frequently does the integration sync data between Insightly and monday.com?
Data syncing frequency varies based on your plan settings but typically occurs every few minutes for most real-time syncing needs. However, specific configurations might allow more immediate updates depending on system demand and API limits.
