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Airtable + Insightly

Create new Airtable records from new Insightly records instantly

Organize and streamline your data flow with this automation that springs into action when there is a new record in Insightly. It effectively creates a corresponding record in Airtable, ensuring you have a central, comprehensive dataset without copying and pasting manual work. Maintain up-to-date records seamlessly and boost your productivity.

Organize and streamline your data flow with this automation that springs into action when there is a new record in Insightly. It effectively creates a corresponding record in Airtable, ensuring you have a central, comprehensive dataset without copying and pasting manual work. Maintain up-to-date records seamlessly and boost your productivity.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • Insightly ObjectRequired

    Action
    Write

    • Insightly ObjectRequired

    • Search ByRequired

    • Search ValueRequired

    Action
    Search

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • Insightly ObjectRequired

    Action
    Write

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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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.
Learn moreHelp

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