Connect Insightly and Trello
Integrate Insightly with Trello to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Board in Trello when New or Updated Contact in Insightly
Create Trello Card in Trello when New or Updated Contact in Insightly
Update Card on Trello when New or Updated Contact in Insightly
Add Comment to Card on Trello card when New or Updated Contact in Insightly
Create List in Trello when New or Updated Contact in Insightly
Popular Insightly + Trello 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
Trello
Automatically do this!
Create Board
Create Trello Card
Update Card
Add Comment to Card
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label To Card
Add Member to Card
Create Checkitem on Checklist
Create Label
Find Member
Find Label on Board
Find Or Create List
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List All Lists On Board
Find Card
List Cards in a List
Find Comments Using Card ID
Get Activities Of Card
Add Comment to Card
Remove Member From Card
Get Cards From a List
Create Board in Trello when New or Updated Contact in Insightly
Use this flowCreate Trello Card in Trello when New or Updated Contact in Insightly
Use this flowUpdate Card on Trello when New or Updated Contact in Insightly
Use this flowAdd Comment to Card on Trello card when New or Updated Contact in Insightly
Use this flowCreate List in Trello when New or Updated Contact in Insightly
Use this flowMove Card to List in Trello when New or Updated Contact in Insightly
Use this flowAdd Checklist to Card on Trello when New or Updated Contact in Insightly
Use this flowAdd Attachments to a Card in Trello when New or Updated Contact in Insightly
Use this flowAdd Label To Card in Trello when New or Updated Contact in Insightly
Use this flowAdd Member to Card in Trello when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Trello.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Insightly and Trello workflows.
Learn More About Automation
Simple Ways to Automate Trello with viaSocket
Discover five practical ways to automate Trello using viaSocket, including data syncing with spreadsheets and databases, calendar-driven card creation, form entries, notifications, and Cron-based recurring tasks.
Integrating Trello and Airtable for Seamless Automation
Enhance your workflow with seamless automation by integrating Trello and Airtable. Streamline your processes and boost productivity today!
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Insightly and Trello free
No credit card required. Set up your first workflow in minutes.
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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Trello 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 Trello 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 Trello. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Trello, and a separate workflow where Trello 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 Trello. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Trello integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
