Connect Insightly and Easybill
Integrate Insightly with Easybill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Easybill when New or Updated Contact in Insightly
Delete Customer in Easybill when New or Updated Contact in Insightly
Update Customer in Easybill when New or Updated Contact in Insightly
Create Customer Groups in Easybill when New or Updated Contact in Insightly
Delete Customer Group in Easybill when New or Updated Contact in Insightly
Popular Insightly + Easybill 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
Easybill
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Create Discount Position
Create Position
Delete Position
Find Invoice Items
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Find Documents
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Find Documents
Search Customers
List Projects
List Positions
Create Customer in Easybill when New or Updated Contact in Insightly
Use this flowDelete Customer in Easybill when New or Updated Contact in Insightly
Use this flowUpdate Customer in Easybill when New or Updated Contact in Insightly
Use this flowCreate Customer Groups in Easybill when New or Updated Contact in Insightly
Use this flowDelete Customer Group in Easybill when New or Updated Contact in Insightly
Use this flowUpdate Customer Groups in Easybill when New or Updated Contact in Insightly
Use this flowList Customer Groups from Easybill when New or Updated Contact in Insightly
Use this flowCreate Discount Position in Easybill when New or Updated Contact in Insightly
Use this flowCreate Position in Easybill when New or Updated Contact in Insightly
Use this flowDelete Position in Easybill when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Easybill.
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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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.
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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 more
About Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Easybill 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 Easybill 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 Easybill. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Easybill, and a separate workflow where Easybill 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 Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
