Insightly currently provides 3 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
New Record
Fires when a new record is created in Insightly (requires webhook setup)
Updated Record
Fires when an existing record is updated in Insightly (requires webhook setup)
Deleted Record
Fires when a record is deleted from Insightly
Create Record
Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)
Update Record
Update an existing record's fields in a specified Insightly object
Get Record
Get a record by ID from a specified Insightly object
Delete Record
Delete a record by ID from a specified Insightly object
Find Records
Find records in a specified Insightly object
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Insightly event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Record
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Insightly action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Record
Combine Insightly with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New Record
Finishes with
Create Record, then preserve the outcome in Coherence
The exact authentication fields depend on Insightly. The workflow structure stays straightforward:
Authorize the Insightly account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Insightly or provide a complementary trigger or action.
Insightly currently provides 3 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Insightly currently lists 3 triggers and 5 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Insightly triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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