Connect Skyvern and Insightly
Integrate Skyvern with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when New or Updated Skyvern Workflow in Skyvern
Update Record in Insightly when New or Updated Skyvern Workflow in Skyvern
List Contact in Insightly when New or Updated Skyvern Workflow in Skyvern
List Emails from Insightly when New or Updated Skyvern Workflow in Skyvern
List Events from Insightly when New or Updated Skyvern Workflow in Skyvern
Popular Skyvern + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Skyvern
When this happens...
New or Updated Skyvern Workflow
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 or Updated Skyvern Workflow in Skyvern
Use this flowUpdate Record in Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Contact in Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Emails from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Events from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Leads from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Lead Sources from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Lead Statuses from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Milestones from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowList Notes from Insightly when New or Updated Skyvern Workflow in Skyvern
Use this flowSupported Triggers & Actions
Everything you can automate between Skyvern and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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.
Do thisActions
Action is the task that follows automatically within your Skyvern integrations.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run Task
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Get a Task
Fetch the full details of a specific task by its Task ID.
Create Browser Session
Creates a new browser session and optionally sets timeout, proxy location, browser type, and extensions.
Create Folder
Creates a new folder in Skyvern to organize your files and projects.
Create Record
Creates a Record.
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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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 Skyvern 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 Skyvern 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 Skyvern triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Skyvern. 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 Skyvern and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Skyvern 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.
