Flowster + Insightly Integration

Integrate Flowster to Insightly in one click, or tell Integrately AI how you want each workflow handled. Track project pipelines, update contact records, alert your sales team, and trigger follow-up tasks automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flowster
    Task is completed in Flowster
  • Flowster
    Workflow is created in Flowster
  • Flowster
    Comment is added in Flowster
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
Arrow Right
2.
  • Flowster
    Create workflow in Flowster
  • Flowster
    Get workflow by id in Flowster
  • Flowster
    Update workflow in Flowster
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Flowster + Insightly Integration

Create contacts, track project pipelines, update organization details, alert your team, and trigger follow-up tasks, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flowster + Insightly flow

Capture leads from your workflows, sync them to your CRM, notify your team, and schedule follow-ups. Pick a combination and activate it in one click.

Flowster
Insightly
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (2)
+
GmailGmail (2)
+
Google DriveGoogle Drive (2)
+
AsanaAsana (2)
F
I
S
Create an Insightly contact when a workflow is created in Flowster, and notify your sales team in Slack
New workflows in Flowster instantly create contacts in Insightly while notifying your sales team in Slack.
I
F
S
When a contact is updated in Insightly, update the Flowster workflow and post an update in Slack
Keep your Flowster workflows synchronized whenever Insightly contact details change, and announce updates in Slack.
I
F
S
If an Insightly lead is enterprise tier, create a Flowster workflow and alert the sales channel in Slack
Route enterprise leads from Insightly directly into new Flowster workflows and notify your sales channel in Slack.

Supported triggers and actions for Flowster and Insightly

Mix and match to build the exact automation you need

Flowster
Flowster Triggers & Actions
Task is completed in Flowster
Triggers the automation when any task is completed
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Workflow is created in Flowster
Triggers the automation when a workflow is created
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Comment is added in Flowster
Triggers the automation when a comment is added
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Create workflow in Flowster
Creates a new workflow
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Get workflow by id in Flowster
Retrieves a workflow by its id
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Update workflow in Flowster
Updates the workflow with new changes or information
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
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Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Flowster + Insightly?

Streamline your business operations by syncing workflows, tracking contacts, updating opportunities, and notifying your team automatically.

What you can automate?
🔄
Sync new Flowster workflows into Insightly contacts automatically
Turn every new workflow created in Flowster into a contact or lead in Insightly without lifting a finger. Eliminate manual data entry and keep your CRM updated in real time.
📋
Capture all submitted task details and custom fields
Map comprehensive task data and comments from Flowster directly into Insightly opportunities and projects. Ensure no critical project detail gets lost during handoffs.
🔔
Alert team members instantly when workflow milestones occur
Send real-time notifications to your team in Slack or via email whenever a Flowster workflow task is completed or updated. Keep everyone aligned on active deliverables.
🔀
Route records based on specific submitted field criteria
Evaluate lead attributes or workflow tags to determine whether to create an Insightly organization, opportunity, or project. Send each record down the correct path automatically.
🔄
Keep your Insightly CRM updated as workflows progress
Update Insightly contacts, organizations, and opportunities automatically whenever corresponding workflows or tasks change status in Flowster. Maintain accurate records across both platforms.
🔍
Search and update existing records to prevent duplicates
Check if a contact, organization, or project already exists in Insightly before creating a new one. Update existing records with fresh workflow data cleanly and efficiently.
💳
Manage status changes like task completion and opportunity wins
Trigger automated updates in Insightly when tasks are completed in Flowster or when opportunities move through your pipeline. Handle post-completion workflows seamlessly.
🔌
Extend your workflow automation with connected apps
Connect Flowster and Insightly with Slack, Google Drive, Asana, or Gmail to build multi-app pipelines that handle document storage, task tracking, and team alerts in one flow.
And much more...

Who is Flowster + Insightly integration for?

Project managers and sales reps who need to bridge workflow execution and customer relationship management without manual data entry.

Operations Managers
Operations Managers
Sales Representatives
Sales Representatives
Client Success Leads
Client Success Leads
Revenue Operations Teams
Revenue Operations Teams
Implementation Specialists
Implementation Specialists
Quality Assurance Leads
Quality Assurance Leads
📈
Operations Managers
You're overseeing multiple business processes in Flowster, but your Insightly records only update when someone manually exports data, so your pipeline reports are always outdated — this integration means every new workflow instantly creates or updates your CRM records and your pipeline stays current.
Sales Representatives
You're tracking active deals in Insightly, but you miss crucial handoffs from Flowster workflows because teams work in silos, so follow-ups happen too late — with this integration, every completed workflow task triggers instant CRM updates so you can act immediately.
🤝
Client Success Leads
You're managing client onboarding steps in Flowster, but your client history in Insightly lacks task execution details, so clients have to repeat themselves — automating both apps means every workflow activity updates the client profile and your team sees the full picture.
📊
Revenue Operations Teams
You're handling high volumes of leads and internal tasks across both platforms, but manual data transfers cause missed records, so your sales history has gaps — with this integration, every lead and workflow maps seamlessly into your CRM without manual errors.
🛠️
Implementation Specialists
You're executing complex client workflows in Flowster, but account owners in Insightly find out about progress too late, so communication stalls — connecting these apps means every workflow milestone immediately logs an activity in Insightly and keeps stakeholders aligned.
📋
Quality Assurance Leads
You're reviewing process completion logs in Flowster, but audit trails fail because CRM notes aren't attached, so compliance checks take hours — this integration means every completed task and workflow automatically updates your Insightly records for a reliable history.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Flowster + Insightly

Build and manage your Flowster + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flowster + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Flowster to Insightly?
Frequently Asked Questions
You can connect Flowster to Insightly in 1 click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build your custom flow connecting Flowster, Insightly, Slack, and other popular tools.
Can I sync Flowster workflows with Insightly contacts automatically?
Frequently Asked Questions
Can I connect Flowster, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flowster and Insightly?
Frequently Asked Questions
How do task completions in Flowster update Insightly records?
Frequently Asked Questions
Can I create Insightly opportunities from Flowster workflows?
Frequently Asked Questions
Is any coding required to automate Flowster and Insightly?
Frequently Asked Questions
Is the Flowster and Insightly integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Flowster or Insightly With 1500+ Other Apps

Flowster
Popular Flowster Integrations
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Insightly
Popular Insightly Integrations
Sync Insightly with email marketing, billing, and support tools to manage customer relationships and grow your sales pipeline.
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