Connect BoardCRM and Insightly
Integrate BoardCRM with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment in Boardcrm when New or Updated Contact in Insightly
UpdateLead in BoardCrm when New or Updated Contact in Insightly
Create Deal in Boardcrm when New or Updated Contact in Insightly
Add Comment in Boardcrm when New Document Template in Insightly
UpdateLead in BoardCrm when New Document Template in Insightly
Popular BoardCRM + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
BoardCRM
When this happens...
- Request a new Trigger for BoardCRM
Choose an action
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Add Comment in Boardcrm when New or Updated Contact in Insightly
Use this flowUpdateLead in BoardCrm when New or Updated Contact in Insightly
Use this flowCreate Deal in Boardcrm when New or Updated Contact in Insightly
Use this flowAdd Comment in Boardcrm when New Document Template in Insightly
Use this flowUpdateLead in BoardCrm when New Document Template in Insightly
Use this flowCreate Deal in Boardcrm when New Document Template in Insightly
Use this flowAdd Comment in Boardcrm when New Email in Insightly
Use this flowUpdateLead in BoardCrm when New Email in Insightly
Use this flowCreate Deal in Boardcrm when New Email in Insightly
Use this flowAdd Comment in Boardcrm when New or Updated Event in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between BoardCRM and Insightly.
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 BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating BoardCRM and Insightly free
No credit card required. Set up your first workflow in minutes.
About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BoardCRM and Insightly 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 BoardCRM and Insightly 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 Insightly. No coding required.
Yes. You can set up a workflow where BoardCRM triggers actions in Insightly, and a separate workflow where Insightly triggers actions in BoardCRM. 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 BoardCRM and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BoardCRM and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
