This automation scenario allows you to connect Insightly and Slack
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Insightly and Slack can also be integrated using automation tools other than integromat:
When this trigger fires in Insightly
Triggers when a new object of a selected type is created.
Then this action happens in Slack
Creates a message.
This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new Insightly CRM events.
Part I
First, we need to connect Insightly and Slack to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Insightly to Make.com.
Give Make.com access to your Insightly account, using Insightly credentials.
Connect Slack to Make.com.
Give Make.com access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Insightly
Choose the following trigger: Watch objects (Triggers when a new object of a selected type is created.).
Then set up an Action for Slack
Choose this action: Create a Message (Creates a message.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Insightly and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack messages for new Insightly CRM events!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a Record
Creates a new object of a selected type.
Updates a Record
Finds an existing Record
Retrieves an object by its ID and type.
Create a new Contact or Update an existing Contact
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.