Actionist·Insightly
Insightly

Insightly

· #403 most-used

CRM and project management — automated from first contact to final delivery

CRMSalesProductivityProjectsAnalyticsAutomationLead Generation

Insightly is a CRM and project management platform built for small to mid-size businesses — it combines contact management, sales pipeline tracking, and post-sale project delivery in one system. Connect it to Actionist and your agents can capture and enrich leads from any source, route them to the right rep, convert won opportunities into delivery projects, create and update tasks across the full pipeline, and surface weekly health reports — all without anyone opening the CRM.

Try Insightly with ActionistVisit Insightly
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual lead capture, contact deduplication, project setup at deal close, and weekly status reporting — the four most time-consuming CRM administration tasks.

Schedule

What your Insightly agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Insightly × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~21 hrsSaved / week
5Personas served
For sales
Featured3 apps

Inbound lead captured and assigned before the page refreshes

When a visitor submits the contact form, the agent checks for a duplicate in Insightly, creates a new lead if none exists, assigns a follow-up task to the right rep, and posts a notification to the sales Slack channel — all within about a minute of submission.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new form submission arrives from the website contact form
Trigger
Step 1
Typeform
Detect new form submission from contact page
read
Step 2
Insightly
Find Record to check if contact already exists by email
write
Step 3
Insightly
Create Lead with submitted name, company, and source URL
write
Step 4
Insightly
Create Task assigned to the territory rep, due in 1 business day
write
Step 5
Slack
Post new lead card to #sales-leads channel
Result
Create Lead with submitted name, company, and source URLCreate Task assigned to the territory rep, due in 1 business dayPost new lead card to #sales-leads channel
The win
Saved per run
8 min
Runs / week
~30×
No inbound lead waits more than a minute for a rep assignment
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    50 min / week
    Manual lead capture and routing

    Reps manually check inbound lead sources, create Insightly records by hand, assign tasks themselves, and post updates to Slack — 10 minutes per lead, every time.

    Sales Agent
    0 min
    Agent creates and routes leads within about a minute

    When a new lead arrives in Insightly, the agent enriches the record, assigns a follow-up task to the right rep, and posts a notification to Slack — without anyone opening the CRM.

  • Marketing
    60 min / week
    Manual contact import and segmentation

    Marketing manually exports attendee lists, deduplicates against CRM exports, imports contacts in bulk, and manually tags each segment before setting up nurture sequences.

    Marketing Agent
    0 min
    Agent segments and imports contacts automatically

    After every event or campaign, the agent imports attendees, deduplicates against existing Insightly contacts, tags each by source, and pushes them to the matching nurture sequence.

  • Customer Support
    45 min / week
    Manual project health monitoring

    The support team manually reviews each project in Insightly weekly, identifies overdue tasks by scrolling through records, and sends individual Slack messages to account managers.

    Customer Support Agent
    0 min
    Agent flags at-risk projects before deadlines slip

    The support agent lists all active Insightly projects each week, identifies overdue tasks, escalates to account managers, and creates recovery tasks — before the customer notices a delay.

  • Human Resources
    20 min / week
    Manual onboarding project setup

    HR manually creates an Insightly project for each new hire, adds milestone tasks one by one, assigns them to the manager, and follows up to confirm the tasks are visible.

    Human Resources Agent
    0 min
    Agent creates onboarding projects for every new hire

    When a new user appears in Insightly, the agent creates an onboarding project with milestone tasks already assigned to the manager — the pipeline is live before the hire's first day.

  • Finance
    30 min / week
    Manual delivery-to-billing hand-off

    Finance waits for account managers to notify them of project completions, then manually looks up the opportunity value in the CRM and adds it to the revenue recognition spreadsheet.

    Finance Agent
    0 min
    Agent initiates invoicing when a project completes

    When a project reaches Completed in Insightly, the agent retrieves the linked contract value and appends it to the revenue recognition sheet — billing starts without a manual trigger.

  • Operations
    60 min / week
    Manual weekly project status report

    The ops team spends Monday morning opening each Insightly project, noting status and task counts in a spreadsheet, then formatting and posting the summary to Slack before the standup.

    Operations Agent
    0 min
    Agent compiles the delivery health report automatically

    Every Monday the agent lists all active Insightly projects, calculates task completion rates, flags stale records, and posts the report to Slack — operations leadership sees it before the first meeting.

  • Legal
    25 min / week
    Manual contract renewal tracking

    Legal maintains a separate spreadsheet of contract renewal dates, manually checks Insightly projects each week for upcoming milestones, and sends calendar reminders to account managers.

    Legal Agent
    0 min
    Agent surfaces contract renewals 30 days in advance

    Every week the legal agent lists Insightly projects with renewal milestones due in the next 30 days, creates advance-notice tasks for the account manager and legal lead, and prevents missed renewals.

+ 100s of other Insightly automations
Average time saved
29 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
16
Hours saved / year
800
Annual ROI
$60,000

Based on Insightly's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug Insightly into Actionist

Pick the connection method that suits your environment.

Connect Insightly using your personal API key. Each user has a unique key tied to their account permissions — the agent can only access records visible to that user.

1
Open User Settings

Log in to Insightly and click your avatar in the top right corner. Select User Settings from the dropdown.

2
Copy your API Key

Scroll down to the API Key section. Your key is displayed there — copy it. If no key exists, click Generate API Key.

3
Paste into Actionist

Paste the API key into the field below and click Test connection. Actionist will verify the key with a read-only API call.

Credentials you'll need
API Key*
Insightly → User Settings → API Key — copy and paste the key here
Actions

17 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Insightly + Actionist

How does Actionist connect to Insightly?
Go to the Apps tab in Actionist, find Insightly, and click Connect. The recommended path is OAuth — Actionist redirects you to Insightly's authorisation page, you sign in and grant permissions, and the agent gains access to your contacts, leads, opportunities, projects, and tasks. If you prefer a direct token, log in to Insightly, go to User Settings, scroll to the API Key section, copy your key, and paste it into the API key field in Actionist. Either way, Actionist runs a read-only test call to confirm the handshake before any actions run.
What types of records can the Actionist agent read and write in Insightly?
Actionist can read and write contacts, leads, organizations, projects, and tasks. On the read side the agent can list records, pull specific contacts or leads, and check task or project status. On the write side it can create and update contacts, leads, organizations, projects, and tasks — and mark tasks complete. Opportunity management at the API level requires Insightly Professional or Enterprise; the agent respects whatever permissions the connected Insightly user has on the account.
Can Actionist trigger a workflow when something changes in Insightly?
Yes. Insightly's native triggers fire on contact, lead, task, project, and calendar event creation and updates — polling within about a minute of the event. This means you can set up a sales agent that detects a new lead and immediately enriches it with data from another app, or an operations agent that fires a task chain the moment a project changes status. The Zapier layer also offers a generic New Record / Deleted Record / Updated Record trigger across any Insightly object type.
Can I automate the hand-off from a won deal to project delivery in Insightly?
Yes. Insightly has built-in project management — you can convert a won opportunity into a project with its pipeline and milestones intact. Actionist agents can create, update, and monitor those projects. Common patterns: auto-create a project when an opportunity reaches Closed Won, assign milestones as tasks, and push status updates to Slack or Notion when a project stage changes. Because both the CRM pipeline and the project pipeline live in the same system, hand-off from sales to delivery requires no manual data re-entry.
How do the Create Record, Update Record, and Find Record actions work in practice?
Create Record and Update Record in Insightly work across object types — you specify the record type (Contact, Lead, Opportunity, Task, Project, Organization) when building the agent task. Find Record searches across the same object types using key fields. For bulk operations — such as importing a list of leads from a Google Sheets export — the agent iterates through each row, calling Create Record for each entry. Insightly's API returns a maximum of 500 records per request, so the agent pages through larger datasets automatically.
Can I connect Insightly to other apps in the same agent task?
Insightly is most powerful when combined with the tools where leads and deals actually originate. Common cross-app patterns: capture inbound leads from a Typeform or website form and create them in Insightly automatically; push won opportunity details to QuickBooks or Xero to generate an invoice; sync new contacts between Insightly and Mailchimp or a marketing tool; post Insightly task assignments to a Slack channel so the team doesn't need to live inside the CRM. Any of Actionist's connected apps can send or receive data alongside Insightly in the same agent task.
Does the Actionist integration require a paid Insightly plan?
Insightly's free plan supports basic CRM features and API access. Workflow automation (triggered actions, lead routing, automated emails within Insightly itself) requires Professional ($49/user/month) or Enterprise. The Actionist integration works at the API level regardless of Insightly plan — you can create, update, and query records from Actionist on any tier. The main limitation on the free plan is the 2,500 record limit; API-level automations through Actionist do not require Insightly's own workflow module.
How is Insightly different from other CRMs like Salesforce or HubSpot?
Insightly is a CRM and project management platform for small to mid-size businesses. It differs from Salesforce or HubSpot in that it natively combines contact and deal management with post-sale project pipelines — so the same platform tracks both the sales process and the delivery process without a handoff between systems. It also includes a built-in email marketing module (Insightly Marketing) and a customer support module (Insightly Service) on higher tiers, making it a broader business platform than a pure CRM.