Connect Paddle and Insightly
Integrate Paddle with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Paddle + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Paddle
When this happens...
New Customer
New Address
When a new subscription is created
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 New Customer in Paddle
Use this flowUpdate Record in Insightly when New Customer in Paddle
Use this flowList Contact in Insightly when New Customer in Paddle
Use this flowList Emails from Insightly when New Customer in Paddle
Use this flowList Events from Insightly when New Customer in Paddle
Use this flowList Leads from Insightly when New Customer in Paddle
Use this flowList Lead Sources from Insightly when New Customer in Paddle
Use this flowList Lead Statuses from Insightly when New Customer in Paddle
Use this flowList Milestones from Insightly when New Customer in Paddle
Use this flowList Notes from Insightly when New Customer in Paddle
Use this flowSupported Triggers & Actions
Everything you can automate between Paddle and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.
New Address
Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.
When a new subscription is created
Runs the workflow automatically whenever a new subscription is created in the account.
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.
Do thisActions
Action is the task that follows automatically within your Paddle integrations.
Create Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
Generate Customer Authentication Token
Generate an authentication token for a customer.
Create an Address
Create an address for a customer.
Update an Address
Update an address of the customer.
Create a Business
Create a business for a customer.
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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
Learn moreSimilar apps
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Paddle 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 Paddle 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 Paddle triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Paddle. 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 Paddle and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Paddle 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.
