Airtable + Insightly
Track and manage new or updated Airtable records by creating corresponding records in Insightly
Keep your sales and project data aligned. With this workflow, whenever you have a new or updated record in Airtable, it instantly creates a fresh record in Insightly. This helps you stay organized and manage your project information efficiently. It is the perfect automation to keep track of important data updates.
Keep your sales and project data aligned. With this workflow, whenever you have a new or updated record in Airtable, it instantly creates a fresh record in Insightly. This helps you stay organized and manage your project information efficiently. It is the perfect automation to keep track of important data updates.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
BaseRequired
TableRequired
Limit to View
Include file contents?
Try ItBaseRequired
TableRequired
BaseRequired
TableRequired
Lookup FieldRequired
Secondary Lookup Field
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
RecordRequired
BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?
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.
Related categories
Similar apps
Quickbase
Databases
Zoho Creator
App Builder, Zoho
Smartsheet
SpreadsheetsAbout 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.
