Checkvist + Insightly Integration

Connect Checkvist to Insightly in 1 click

Integrate Checkvist + Insightly For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Checkvist + Insightly Workflows

Create Insightly task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in Insightly? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Insightly for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

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Create Checkvist list for new Insightly contact

When you create a new contact in Insightly, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Insightly and Checkvist!

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Create Your Own Checkvist & Insightly Integration Without Any Code

Create Custom Workflow

List item is created in Checkvist
List is created in Checkvist
Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Opportunity is created in Insightly
Project is created in Insightly
Opportunity is updated in Insightly

Create list in Checkvist
Create list item in Checkvist
Update Contact in Insightly
Get task by ID in Insightly
Get organization by ID in Insightly
Get opportunity by ID in Insightly
Update opportunity in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
Search opportunity in Insightly
Delete opportunity in Insightly
Link objects in Insightly
Get project by ID in Insightly
Update project in Insightly
Delete project in Insightly

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Checkvist & Insightly In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Checkvist or Insightly With 1200+ Other Apps

Checkvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.

See Checkvist 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