Insightly
Slack
integromat

An automated workflow using integromat

Connects Insightly + Slack

Send Slack messages for new Insightly CRM events

About this workflow template

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.

Categories

Insightly and Slack can also be integrated using automation tools other than integromat:

Diagram

Send Slack messages for new Insightly CRM events
Workflow diagram: Insightly + Slack integration

How it works?

When this trigger fires in Insightly

Insightly

Watch objects in Insightly

Triggers when a new object of a selected type is created.

Then this action happens in Slack

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

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

Configure Applications

First, we need to connect Insightly and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Insightly to Make.com.

    Connect Insightly to Make.com.

    Give Make.com access to your Insightly account, using Insightly credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

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

    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

    Then set up an Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Insightly and Slack.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Insightly

    Create record

    Creates a Record

    zapier
    actionbyzapier
  • Insightly

    Create object

    Creates a new object of a selected type.

    integromat
    actionbyintegromat
  • Insightly

    Update record

    Updates a Record

    zapier
    actionbyzapier
  • Insightly

    Find record

    Finds an existing Record

    zapier
    actionbyzapier
  • Insightly

    Retrieve object

    Retrieves an object by its ID and type.

    integromat
    actionbyintegromat
  • Insightly

    Add or update a contact

    Create a new Contact or Update an existing Contact

    automateio
    actionbyautomateio

Apps you need

Insightly

Insightly

CRM

A powerful, easy to use CRM and project management software with native integrations to Gmail, Office 365, MailChimp, and other popular applications

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.