Fluid Pay + Insightly Integration

Connect Fluid Pay to Insightly in 1 click

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

Popular Fluid Pay + Insightly Workflows

Create Fluid Pay contact for new Insightly contact

Insightly + Fluid Pay Integration

Activate

1of1

Create Your Own Fluid Pay & Insightly Integration Without Any Code

Create Custom Workflow

Transaction is created in Fluid Pay Instant
Transaction is captured in Fluid Pay Instant
Transaction is updated in Fluid Pay Instant
Transaction becomes void in Fluid Pay Instant
Transaction is settled in Fluid Pay Instant
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 invoice in Fluid Pay
Update invoice in Fluid Pay
Search invoice in Fluid Pay
Delete invoice in Fluid Pay
Get invoice by id in Fluid Pay
Create user in Fluid Pay
Create plan in Fluid Pay
Refund in Fluid Pay
Create add-on in Fluid Pay
Create discount in Fluid Pay
Search transaction in Fluid Pay
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 Fluid Pay & 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 Fluid Pay or Insightly With 1200+ Other Apps

Fluid Pay is a secure, cloud-based payment gateway that simplifies transaction processing for businesses of all sizes. PCI-compliant, 24/7/365 maintenance, and a business-centric approach make it a reliable and easy-to-use solution.

See Fluid Pay 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