Insightly + Cobot Integration

Connect Insightly to Cobot in 1 click

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

Popular Insightly + Cobot Workflows

most-popular-automations
Cobot + Insightly Integration

Create Insightly task for new Cobot event

Creating task in Insightly is a great way to keep track of task that need to be completed when an event is created in your Cobot account.

With the help of this integration, when an event is created, a task will be automatically created in Insightly and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
See more
Cobot + Insightly Integration

Create Insightly opportunity for new Cobot event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Insightly.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cobot, it will trigger a corresponding opportunity creation in Insightly.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See more
  • 1of1
Didn’t find what you were looking for?

Create Your Own Insightly & Cobot Integration In Clicks

Create Automation
Insightly + Cobot Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created 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
    Project is created in Insightly
  • Cobot
    Booking is made in Cobot Instant
  • Cobot
    Invoice is created in Cobot Instant
  • Cobot
    Membership is created in Cobot Instant
  • Cobot
    Membership is confirmed in Cobot Instant
  • Cobot
    Membership is canceled in Cobot Instant
  • Cobot
    Membership is uncanceled in Cobot Instant
  • Cobot
    Membership is reactivated in Cobot Instant
  • Cobot
    Membership cancellation date is reached in Cobot Instant
  • Cobot
    Membership plan is changed in Cobot Instant
  • Cobot
    Membership is deleted in Cobot Instant
  • Cobot
    User is connected to membership in Cobot Instant
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search 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
3x-10x Less Expensive Than Zapier
Zapier
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & Cobot with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support