Connect Memberful and Insightly
Integrate Memberful with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when When a new member signs up in Memberful
Update Record in Insightly when When a new member signs up in Memberful
List Contact in Insightly when When a new member signs up in Memberful
List Emails from Insightly when When a new member signs up in Memberful
List Events from Insightly when When a new member signs up in Memberful
Popular Memberful + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Memberful
When this happens...
When a new member signs up
When a member is removed
When a member is updated
Order Refunded
When an order is completed
When a new subscription is created
When a subscription is deleted
When a subscription is updated
When a subscription is renewed
Tax ID Updated
Choose an action
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Create Record in Insightly when When a new member signs up in Memberful
Use this flowUpdate Record in Insightly when When a new member signs up in Memberful
Use this flowList Contact in Insightly when When a new member signs up in Memberful
Use this flowList Emails from Insightly when When a new member signs up in Memberful
Use this flowList Events from Insightly when When a new member signs up in Memberful
Use this flowList Leads from Insightly when When a new member signs up in Memberful
Use this flowList Lead Sources from Insightly when When a new member signs up in Memberful
Use this flowList Lead Statuses from Insightly when When a new member signs up in Memberful
Use this flowList Milestones from Insightly when When a new member signs up in Memberful
Use this flowList Notes from Insightly when When a new member signs up in Memberful
Use this flowSupported Triggers & Actions
Everything you can automate between Memberful and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new member signs up
Runs the workflow automatically whenever a new member signs up.
When a member is removed
Runs the workflow automatically whenever a member is removed from Memberful.
When a member is updated
Runs the workflow automatically whenever a member's details are updated, providing the updated member record to the workflow.
Order Refunded
Runs the workflow automatically whenever an order is refunded in the account.
When an order is completed
Runs the workflow automatically when an order is completed and includes the order and member details.
When a new subscription is created
Runs the workflow automatically when a new subscription is created in the connected membership account.
Do thisActions
Action is the task that follows automatically within your Memberful 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 Memberful
Memberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Memberful and Insightly 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 Memberful and Insightly 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 Insightly. No coding required.
Yes. You can set up a workflow where Memberful triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Memberful. 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 Memberful and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Memberful and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
