Integrate Insightly with Roboflow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Compare Image With Text using Roboflow when New or Updated Contact in Insightly
Create Classification Prediction using Roboflow when New or Updated Contact in Insightly
Run Instance Segmentation with Roboflow when New or Updated Contact in Insightly
Detect Objects In Image with Roboflow when New or Updated Contact in Insightly
Compare Image With Text using Roboflow when New Document Template in Insightly
Start from a real workflow other teams are already running.
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
Roboflow
Automatically do this!
Compare Image With Text
Create Classification Prediction
Run Instance Segmentation
Detect Objects In Image
Compare Image With Text using Roboflow when New or Updated Contact in Insightly
Use this flowCreate Classification Prediction using Roboflow when New or Updated Contact in Insightly
Use this flowRun Instance Segmentation with Roboflow when New or Updated Contact in Insightly
Use this flowDetect Objects In Image with Roboflow when New or Updated Contact in Insightly
Use this flowCompare Image With Text using Roboflow when New Document Template in Insightly
Use this flowCreate Classification Prediction using Roboflow when New Document Template in Insightly
Use this flowRun Instance Segmentation with Roboflow when New Document Template in Insightly
Use this flowDetect Objects In Image with Roboflow when New Document Template in Insightly
Use this flowCompare Image With Text using Roboflow when New Email in Insightly
Use this flowCreate Classification Prediction using Roboflow when New Email in Insightly
Use this flowEverything you can automate between Insightly and Roboflow.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created or updated.
Triggers when new document template is created.
Triggers when new email is send.
Trigger when a event is created or updated.
Triggers when new lead is created or updated.
Triggers when new opportunity is created or updated.
Action is the task that follows automatically within your Insightly integrations.
Creates a Record.
Updates a Record
Retrieves the list of all contacts
Retrieves the list of all emails
Retrieves the list of all events
Retrieves the list of all leads

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreRoboflow is a leading platform for computer vision and AI model development, offering tools to streamline the process of building, training, and deploying machine learning models.
Learn moreSign up for a free viaSocket account, then authorize both your Insightly and Roboflow 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 Roboflow 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 Roboflow. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Roboflow, and a separate workflow where Roboflow 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 Roboflow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Roboflow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.