Insightly + Wrike Integration

Integrate Insightly to Wrike in one click, or tell Integrately AI how you want each project handled. Create Wrike tasks, add timelogs, organize project folders, and update your project boards automatically.

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1.
  • 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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
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2.
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Update task 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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Insightly + Wrike Integration

Capture new Insightly projects as Wrike tasks, organise project folders, track timelogs, update records, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Wrike Integration

Create Wrike task for new Insightly task

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Wrike is a great tool for this.

All you need to do is - integrate Wrike with Insightly to create task in Wrike automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
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Wrike + Insightly Integration

Create Insightly task for new Wrike task

Have you ever wished that you could sync your Wrike task with your Insightly task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Wrike, a matching task will be created in Insightly. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Wrike and Insightly accounts.
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Insightly + Wrike Integration

Create Wrike task for new Insightly contact

Insightly and Wrike are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a task in Wrike? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Insightly + Wrike Integration

Create Wrike task for new Insightly opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Wrike to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and Wrike, creating task in Wrike is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in Wrike to keep your team up-to-date.
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  • 1of1
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 Insightly + Wrike flow

Sync your Insightly and Wrike data with Salesforce, Slack, Gmail, Google Drive, Calendly, and Zoom to keep teams aligned. Pick a combination and activate it in one click.

Insightly
Wrike
+
SalesforceSalesforce (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
I
S
W
Create a Salesforce lead when a new contact is created in Insightly, and add a task in Wrike
Insightly contacts flow directly into Salesforce as new leads while generating a corresponding task in Wrike for seamless project handoff.
I
S
W
When an opportunity is created in Insightly, create a Salesforce account and open a Wrike project
New Insightly opportunities instantly establish records in Salesforce and spin up structured project workspaces in Wrike.
S
I
W
If a Salesforce lead updates, update the contact in Insightly and add a comment in Wrike
Salesforce lead modifications instantly refresh your Insightly contact data and post update notes directly into Wrike tasks.
S
I
W
Use Claude to evaluate Salesforce lead data before creating an Insightly contact and a Wrike task
Claude reviews incoming Salesforce leads, then creates qualified contacts in Insightly and sets up tasks in Wrike.

Supported triggers and actions for Insightly and Wrike

Mix and match to build the exact automation you need

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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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get task by ID in Insightly
Retrieves task details based on ID
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Update Contact in Insightly
Updates contact information
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Update task in Insightly
Updated a task
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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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Insightly + Wrike?

Streamline your operations by automatically turning Insightly leads and projects into Wrike tasks, tracking updates, and keeping your systems aligned.

What you can automate?
🔄
Convert Insightly projects into Wrike tasks instantly
Whenever a new project is created in Insightly, automatically generate a corresponding task in Wrike. Eliminate manual data transfer and ensure delivery teams start working right away.
📋
Capture every submitted field without manual entry
Map all custom form data, organization details, and contact attributes from Insightly straight into your Wrike task descriptions and custom fields.
🔔
Alert your team the moment actions occur
Trigger instant notifications in Slack or via email whenever a high-value opportunity or task status changes across your connected apps.
🔀
Route tasks based on specific field criteria
Evaluate incoming leads or projects by tier or value in Insightly, and direct them to specialized project folders in Wrike automatically.
🔄
Keep Wrike and Insightly continuously synchronised
Update task statuses, comments, and project details in Insightly whenever modifications happen in Wrike, keeping all stakeholders aligned.
🔍
Search and update instead of creating duplicates
Check existing records in Insightly before creating new tasks in Wrike, maintaining clean data hygiene across your entire workspace.
⏱️
Log time and track completion milestones
Record timelogs in Wrike and update opportunity stages in Insightly automatically when project tasks reach completed status.
🔗
Extend workflows to Slack for instant team updates
Connect your Insightly and Wrike flow to Slack to broadcast project wins and task updates directly to your internal channels.
And much more...

Who is Insightly + Wrike integration for?

Project managers, sales leaders, and operations teams use this integration to eliminate manual handoffs and keep customer and task data perfectly synchronised.

Operations analysts
Operations analysts
Support team leads
Support team leads
Client success managers
Client success managers
High-volume sales teams
High-volume sales teams
Project coordinators
Project coordinators
Account executives
Account executives
📈
Operations analysts
You compile CRM and project metrics for executive reviews, but manual data exports leave your dashboards outdated and filled with discrepancies — this integration means every project and task update syncs instantly so your reporting remains accurate.
Support team leads
You need to act fast when enterprise clients report critical issues, but delays in handoffs between sales and delivery leave you finding out too late — with this integration, every new account creation triggers immediate task visibility.
🤝
Client success managers
You answer to external stakeholders who demand transparent progress updates on active deliverables, but piecing together CRM notes and project boards takes hours — automating both apps means project status flows effortlessly to your clients.
📊
High-volume sales teams
You manage hundreds of incoming opportunities every week, and manual data entry into project management tools creates an unmanageable backlog — this integration means every won deal populates your project boards automatically.
📋
Project coordinators
You depend on upstream sales reps to hand over complete project requirements before you can begin scheduling, but missing details cause constant friction — connecting these apps means every project brief arrives fully populated.
🔍
Account executives
You need a reliable history of client interactions and task progress across the entire engagement lifecycle, but fragmented tools leave frustrating gaps — automating both apps means your records stay complete from start to finish.
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 Insightly + Wrike

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

1,500+ apps connected
1,500+ apps connected
Connect Insightly + Wrike 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
Price Comparison with Popular Alternatives
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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 Insightly to Wrike?
Frequently Asked Questions
You can connect Insightly to Wrike in one click using pre-built workflows or by using Integrately AI to set up custom data synchronization with apps like Slack, Gmail, and Google Drive.
Can I automatically create a Wrike task when a project is created in Insightly?
Frequently Asked Questions
Can I connect Insightly, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Wrike?
Frequently Asked Questions
How does Insightly handle contact and project data in integrations?
Frequently Asked Questions
Can I track task statuses and comments between Wrike and Insightly?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Wrike?
Frequently Asked Questions
Is the Insightly and Wrike integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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

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Wrike
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