Integrate Insightly with Monday

Send information between Insightly and Monday automatically, without writing any code, using Zoho Flow.

Build your own integrations between Insightly and Monday

Connect Insightly and Monday with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Monday using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

Item created in board

Triggers when a new item is created in the selected board

Member added

Triggers when a new member is added

Update posted

Triggers when an update is posted

Board created

Triggers when a new board is created

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Create item

Creates a new item in the selected board

Create board

Creates a new board

Create update

Creates an update for the selected item

Update column values in item

Updates the value of a column in the specified item

Create or fetch tag

Fetches the details of an existing tag if it exists or else creates a new tag

Fetch item

Fetches the details of an existing item by name or ID

Fetch user

Fetches the details of an existing user by email or ID

Fetch board

Fetches the details of an existing board by board ID

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is Monday?

Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Technical Engineer, Master Liveaboards

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