Insightly + TaskAGI

Automate your entire Insightly workflow

Connect Insightly to TaskAGI and build automations that sync contacts, create projects, and manage tasks in seconds. Stop switching between apps and let your CRM work for you.

Connect Insightly

Available Operations

Actions you can perform with Insightly

Get Contacts

Get list of contacts from Insightly

Create Contact

Create a new contact in Insightly

Update Contact

Update an existing contact

Get Organizations

Get list of organizations from Insightly

Create Organization

Create a new organization in Insightly

Get Opportunities

Get list of opportunities (deals) from Insightly

Create Opportunity

Create a new opportunity in Insightly

Get Projects

Get list of projects from Insightly

Create Project

Create a new project in Insightly

Get Tasks

Get list of tasks from Insightly

Create Task

Create a new task in Insightly

Update Task

Update an existing task

Get Events

Get list of events and activities from Insightly

Create Event

Create a new event or activity in Insightly

Search Records

Search for records across Insightly

Use Cases

Real-world automations you can build today

Auto-create tasks

Automatically generate tasks in Insightly when new opportunities enter your pipeline.

Sync contact data

Keep contacts and organizations updated across systems with two-way data sync.

Bulk record updates

Update multiple contacts, projects, or opportunities at once based on conditions you set.

Event-driven workflows

Trigger actions when opportunities are created, tasks complete, or events are scheduled.

How It Works

Get started in minutes

Connect

Authenticate your Insightly account and grant TaskAGI access to your data.

Configure

Choose which Insightly objects you want to automate—contacts, projects, tasks, opportunities, or events.

Build

Create workflows by selecting triggers, adding conditions, and defining actions without writing code.

Deploy

Activate your workflow and watch TaskAGI automatically handle your CRM tasks in real time.

Frequently Asked Questions

How do I connect Insightly?

Click Connect, select Insightly, and authorize with your API key. TaskAGI handles the rest. It takes about 2 minutes.

Can I sync data between Insightly and other apps?

Yes. You can pull data from Insightly or push updates to other platforms. TaskAGI handles the mapping automatically.

What operations are supported?

You can get/create/update contacts, organizations, opportunities, projects, tasks, and events. You can also search records across your CRM.

Do I need coding knowledge?

No. Build automations using our visual builder. Pick triggers, add conditions, and set actions—all without writing code.