Connect Smartsheet and Insightly
Integrate Smartsheet with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Smartsheet + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartsheet
When this happens...
New Row
Updated Row
New Attachment
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 Row in Smartsheet
Use this flowUpdate Record in Insightly when New Row in Smartsheet
Use this flowList Contact in Insightly when New Row in Smartsheet
Use this flowList Emails from Insightly when New Row in Smartsheet
Use this flowList Events from Insightly when New Row in Smartsheet
Use this flowList Leads from Insightly when New Row in Smartsheet
Use this flowList Lead Sources from Insightly when New Row in Smartsheet
Use this flowList Lead Statuses from Insightly when New Row in Smartsheet
Use this flowList Milestones from Insightly when New Row in Smartsheet
Use this flowList Notes from Insightly when New Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
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 Smartsheet integrations.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartsheet 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 Smartsheet 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 Smartsheet triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Smartsheet. 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 Smartsheet and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet 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.
