Connect Insightly and Slack
Integrate Insightly with Slack to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Message to Slack when New or Updated Contact in Insightly
Send Interactive Messages via Slack when New or Updated Contact in Insightly
Send Block/buttons/Intractive message using AI to Slack when New or Updated Contact in Insightly
View_open BlockKit Modal using JSON in Slack when New or Updated Contact in Insightly
Chat_update slack block or message using messageTs in Slack when New or Updated Contact in Insightly
Popular Insightly + Slack 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
Slack
Automatically do this!
Send Message
Send Interactive Messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send Message as Thread
Create Channel
Set Channel Topic
Message Private Channel
Create Private Channel
Get Thread Replies
Edit Channel Message
List all Private Channels
Find Public channel
Get Messages from Slack
Add Users to Channel
Send Direct Message
Get all Channel Members
Get User Information by Email
Get User Complete Profile Details by ID
Create Canvas
List all Public Channels
Send Message with Block kit
Update Canvas
Lookup Canvas Sections
Send Message to Slack when New or Updated Contact in Insightly
Use this flowSend Interactive Messages via Slack when New or Updated Contact in Insightly
Use this flowSend Block/buttons/Intractive message using AI to Slack when New or Updated Contact in Insightly
Use this flowView_open BlockKit Modal using JSON in Slack when New or Updated Contact in Insightly
Use this flowChat_update slack block or message using messageTs in Slack when New or Updated Contact in Insightly
Use this flowSend Message as Thread in Slack when New or Updated Contact in Insightly
Use this flowCreate Channel in Slack when New or Updated Contact in Insightly
Use this flowSet Channel Topic in Slack when New or Updated Contact in Insightly
Use this flowMessage Private Channel in Slack when New or Updated Contact in Insightly
Use this flowCreate Private Channel in Slack when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Slack.
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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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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Insightly and Slack workflows.
Learn how to automate Insightly and Slack workflows.
Learn how to automate Insightly and Slack workflows.
Learn how to automate Insightly and Slack workflows.
Learn how to automate Insightly and Slack workflows.
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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 moreSimilar apps
About Slack
Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Slack 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 Slack 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 Slack. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Slack, and a separate workflow where Slack 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 Slack. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Slack integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
