Connect Fireflies and Insightly
Integrate Fireflies with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Fireflies + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Fireflies
When this happens...
New Meeting
Watch New Events
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
Create Record in Insightly when New Meeting in Fireflies
Use this flowUpdate Record in Insightly when New Meeting in Fireflies
Use this flowList Contact in Insightly when New Meeting in Fireflies
Use this flowList Emails from Insightly when New Meeting in Fireflies
Use this flowList Events from Insightly when New Meeting in Fireflies
Use this flowList Leads from Insightly when New Meeting in Fireflies
Use this flowList Lead Sources from Insightly when New Meeting in Fireflies
Use this flowList Lead Statuses from Insightly when New Meeting in Fireflies
Use this flowList Milestones from Insightly when New Meeting in Fireflies
Use this flowList Notes from Insightly when New Meeting in Fireflies
Use this flowSupported Triggers & Actions
Everything you can automate between Fireflies and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting
Triggers when a new meeting with transcripts is created
Watch New Events
Runs when new transcript or summary is available
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.
Do thisActions
Action is the task that follows automatically within your Fireflies integrations.
Upload Audio
Creates a new meeting in Fireflies to be stored, transcribed, and shared.
Find Meeting by ID
Find a meeting transcript by its ID.
Find Meeting By Call Details
Find meetings by call details
Show Recent Meeting Details
Show latest meeting details
Find All Meetings
Find meetings and show their details, attendees, and transcripts.
Share Meeting Transcript
Share transcript and recording
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 Fireflies
Fireflies.ai is an AI-powered meeting assistant that helps users transcribe, search, and analyze voice conversations. It integrates with various conferencing platforms to automatically record and transcribe meetings, making it easier for teams to collaborate and access important information from their discussions.
Learn more
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fireflies 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 Fireflies 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 Fireflies triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Fireflies. 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 Fireflies and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fireflies 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.
