Connect Insightly and Kuration
Integrate Insightly with Kuration to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project From Builder in Kuration when New or Updated Contact in Insightly
List Project Builders from Kuration when New or Updated Contact in Insightly
Find Projects in Kuration when New or Updated Contact in Insightly
Add Company to Project in Kuration when New or Updated Contact in Insightly
List Project Rows from Kuration when New or Updated Contact in Insightly
Popular Insightly + Kuration 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
Kuration
Automatically do this!
Create Project From Builder
List Project Builders
Find Projects
Add Company to Project
List Project Rows
Create Project From Builder in Kuration when New or Updated Contact in Insightly
Use this flowList Project Builders from Kuration when New or Updated Contact in Insightly
Use this flowFind Projects in Kuration when New or Updated Contact in Insightly
Use this flowAdd Company to Project in Kuration when New or Updated Contact in Insightly
Use this flowList Project Rows from Kuration when New or Updated Contact in Insightly
Use this flowCreate Project From Builder in Kuration when New Document Template in Insightly
Use this flowList Project Builders from Kuration when New Document Template in Insightly
Use this flowFind Projects in Kuration when New Document Template in Insightly
Use this flowAdd Company to Project in Kuration when New Document Template in Insightly
Use this flowList Project Rows from Kuration when New Document Template in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Kuration.
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 more
About Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Kuration 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 Kuration 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 Kuration. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Kuration, and a separate workflow where Kuration 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 Kuration. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Kuration integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
