Filestage + Insightly Integration

Connect Filestage to Insightly in 1 click

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

Popular Filestage + Insightly Workflows

Create Filestage folder for new Insightly contact

Insightly + Filestage Integration

Activate

Create Insightly task for new Filestage file

Filestage + Insightly Integration

Activate

1of1

Create Your Own Filestage & Insightly Integration Without Any Code

Create Custom Workflow

File is created in Filestage
File is approved in Filestage
Review decision is submitted in Filestage
Project is created in Filestage
Step is created in Filestage
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
Project is created in Insightly
Opportunity is created in Insightly
Opportunity is updated in Insightly

Create project in Filestage
Upload file in Filestage
Create step in Filestage
Add reviewer to step in Filestage
Create comment in Filestage
Archive/Unarchive project in Filestage
Move file to step in Filestage
Create folder in Filestage
Search comment by file in Filestage
Get opportunity by ID in Insightly
Get organization by ID in Insightly
Get task by ID in Insightly
Update opportunity in Insightly
Update Contact 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 Filestage & Insightly In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

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

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage 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