Connect Insightly and Stripe
Integrate Insightly with Stripe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a Subscription in Stripe when New or Updated Contact in Insightly
Find Invoice in Stripe when New or Updated Contact in Insightly
Find Payment Intents in Stripe when New or Updated Contact in Insightly
Find Customer in Stripe when New or Updated Contact in Insightly
Create Invoice in Stripe when New or Updated Contact in Insightly
Popular Insightly + Stripe flows
Start from a real workflow other teams are already running.
Choose a trigger
Insightly
When this happens...
New or Updated Contact
New Document Template
New Email
New or Updated Event
New or Updated Lead
New or Updated Opportunities
New or Updated Organisation
New or Updated Project
New or Updated Task
Choose an action
Stripe
Automatically do this!
Find a Subscription
Find Invoice
Find Payment Intents
Find Customer
Create Invoice
Delete Customer
Update Customer
Deactivate Payment Link
Create Product
Create Customer
Cancel Subscription
Create Price
Collect Payment
Create Payment Link
Search Invoice Details
Search Customer
Find a Subscription in Stripe when New or Updated Contact in Insightly
Use this flowFind Invoice in Stripe when New or Updated Contact in Insightly
Use this flowFind Payment Intents in Stripe when New or Updated Contact in Insightly
Use this flowFind Customer in Stripe when New or Updated Contact in Insightly
Use this flowCreate Invoice in Stripe when New or Updated Contact in Insightly
Use this flowDelete Customer in Stripe when New or Updated Contact in Insightly
Use this flowUpdate Customer in Stripe when New or Updated Contact in Insightly
Use this flowDeactivate Payment Link in Stripe when New or Updated Contact in Insightly
Use this flowCreate Product in Stripe when New or Updated Contact in Insightly
Use this flowCreate Customer in Stripe when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Stripe.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Action is the task that follows automatically within your Insightly integrations.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
List Emails
Retrieves the list of all emails
List Events
Retrieves the list of all events
List Leads
Retrieves the list of all leads
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn moreSimilar apps
About Stripe
Stripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Stripe accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Insightly and Stripe as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Stripe. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Stripe, and a separate workflow where Stripe triggers actions in Insightly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Insightly and Stripe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Stripe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
