Connect YouTube and Insightly
Integrate YouTube with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Published Videos from YouTube when New or Updated Contact in Insightly
Get Video Details by ID from YouTube when New or Updated Contact in Insightly
Create Playlist on YouTube when New or Updated Contact in Insightly
Add a Video to a Playlist on YouTube when New or Updated Contact in Insightly
Update Video Thumbnail on YouTube when New or Updated Contact in Insightly
Popular YouTube + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
YouTube
When this happens...
New Comment Posted
New Video Uploaded
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
Get all Published Videos from YouTube when New or Updated Contact in Insightly
Use this flowGet Video Details by ID from YouTube when New or Updated Contact in Insightly
Use this flowCreate Playlist on YouTube when New or Updated Contact in Insightly
Use this flowAdd a Video to a Playlist on YouTube when New or Updated Contact in Insightly
Use this flowUpdate Video Thumbnail on YouTube when New or Updated Contact in Insightly
Use this flowDelete Comment on YouTube when New or Updated Contact in Insightly
Use this flowDelete Video from YouTube when New or Updated Contact in Insightly
Use this flowUpdate Video Details on YouTube when New or Updated Contact in Insightly
Use this flowGet all Published Videos from YouTube when New Document Template in Insightly
Use this flowGet Video Details by ID from YouTube when New Document Template in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between YouTube and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment Posted
Runs when a new comment is posted
New Video Uploaded
Runs when new video uploaded
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.
Do thisActions
Action is the task that follows automatically within your YouTube integrations.
Upload Video or Shorts
Upload a video from a link to YouTube and set the title, description, tags, privacy, audience, and embed options.
Get all Published Videos
List published YouTube videos
Get Video Details by ID
Get detailed information about a YouTube video using its video ID.
Create Playlist
Create a new playlist on your YouTube channel with a title, description, and privacy setting.
Add a Video to a Playlist
Add a YouTube video to a playlist using its URL or video ID, and optionally set the video's position.
Update Video Thumbnail
Updates the thumbnail image for a video. You must have verified your phone number in order to update a video's thumbnail image
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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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.
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About YouTube
YouTube allows billions of people to discover, watch and share originally-created videos. YouTube provides a forum for people to connect, inform, and inspire others across the globe and acts as a distribution platform for original content creators and advertisers large and small.
Learn moreAbout 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 YouTube 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 YouTube 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 YouTube triggers actions in Insightly, and a separate workflow where Insightly triggers actions in YouTube. 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 YouTube and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire YouTube 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.
