AITable.ai + Insightly Integration

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1. Select when the automation is executed

2. Select what action you want to automate

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Scheduled time reached in AITable.ai
Triggers the automation when a scheduled time is reached
Instant
Record matches conditions in AITable.ai
Triggers the automation when a record meets specified conditions
Instant
Form is submitted in AITable.ai
Triggers the automation when a form is submitted
Instant
Record is created in AITable.ai
Triggers the automation when a new record is created
Instant
Task is created in Insightly
Triggers the automation when a new task is created
Lead is created in Insightly
Triggers the automation when a new lead is created
Lead is updated in Insightly
Triggers the automation when the lead information is updated
Organisation is added in Insightly
Triggers the automation when a new organization is created
Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
Contact is updated in Insightly
Triggers the automation when a contact is updated
Contact is created in Insightly
Triggers the automation when a new contact is created
Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
Project is created in Insightly
Triggers the automation when a new project is created
Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated

Search record in AITable.ai
Automatically searches for a specific record
Delete record in AITable.ai
Automatically deletes a record
Update record in AITable.ai
Automatically updates an existing record
Create record in AITable.ai
Automatically creates a new record
Get opportunity by ID in Insightly
Update opportunity in Insightly
Updates the opportunity details as needed
Create contact in Insightly
Adds a new contact to the database
Search contact in Insightly
Finds and retrieves contact information
Create opportunity in Insightly
Creates a new instance of the support system
Create lead in Insightly
Generates new leads for potential customers
Search lead in Insightly
Retrieves information for a particular lead
Create task in Insightly
Creates a new task
Search user in Insightly
Searches for a user
Create organisation in Insightly
Generates a new invoice
Search organisation in Insightly
Finds and retrieves information about a organization
Create project in Insightly
Creates a new project
Search project in Insightly
Searches for a project
Get contact by id in Insightly
Retrieves a contact's information based on their id
Search opportunity in Insightly
Searches for a opportunity
Delete opportunity in Insightly
Link objects in Insightly
Get project by ID in Insightly
Searches for a project using the id
Update project in Insightly
Updates a project
Delete project in Insightly
Auomatically deletes a project

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You Can Also Connect AITable.ai or Insightly With 1200+ Other Apps

AITable.ai revolutionizes data management with a seamless database-spreadsheet interface, customizable forms, & AI-powered features like automated chatbots. It offers a user-friendly experience ideal for project management, CRM, and boosting productivity.

See AITable.ai Integrations

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

See Insightly Integrations