STEP 1
Connect Axonaut and Insightly
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Axonaut and Insightly Integration
Keep Axonaut and Insightly in sync by integrating their events and actions. When crm events happen in Axonaut, update the Insightly automatically - without any line of code in visual workflow builder.
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Learn about Axonaut and Insightly
Detailed info you need to know about Axonaut and Insightly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Axonaut to Insightly
Set up your Axonaut and Insightly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Axonaut and Insightly nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Axonaut and Insightly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Axonaut and Insightly work in WEXTL?
WEXTL exposes actions and triggers for Axonaut and Insightly that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Axonaut triggersInsightly actions
Axonaut modules
- Add a Document to a CompanyAdds a document, by external URL, to a company.
- Create a CompanyCreates a new company (customer, prospect or supplier) with its address and employees.
- Create a Company AddressCreates a new address for a company.
- Create a Company CategoryCreates a new company category.
- Create a Delivery NoteCreates a new delivery note from an invoice, quotation or order.
- Create an Accounting CodeCreates a new accounting code for sales or purchases.
- Create an EmployeeCreates a new employee (contact person) for a company.
- Create an EventCreates a new event, such as a call, meeting or email, linked to a company or opportunity.
- Create an ExpenseCreates a new expense linked to a supplier or workforce member.
- Create an Expense PaymentRecords a payment against an expense.
- Create an InvoiceCreates a new invoice for a company with its products, dates and discounts.
- Create an Invoice PaymentRecords a payment against an invoice.
- Create an OpportunityCreates a new sales opportunity in a pipeline step.
- Create an Order (Contract)Creates a new order (contract) for a company with its products and recurring invoicing options.
- Create a PipelineCreates a new sales pipeline with its steps.
- Create a ProductCreates a new product with its price, tax rate and stock settings.
- Create a ProjectCreates a new project with its dates, workload and expected cost and revenue.
- Create a QuotationCreates a new quotation for a company with its products, dates and discounts.
- Create a SupplierCreates a new supplier with its address and tax details.
- Create a Supplier ContractCreates a new recurring supplier contract with its expenses.
- Create a TaskCreates a new task with its priority, dates and assigned workforce.
- Create a TicketCreates a new support ticket for a company.
- Create a Time TrackingLogs time spent by a workforce member on a project, task or ticket.
- Delete a CompanyDeletes a company by its ID.
- Delete a Company AddressDeletes a company address by its ID.
- Delete an EmployeeDeletes an employee by its ID.
- Delete an OpportunityDeletes an opportunity by its ID.
- Delete a ProjectDeletes a project by its ID.
- Delete a Supplier Delivery ReceiptDeletes a receipt of a supplier delivery.
- Delete a TaskDeletes a task by its ID.
- Delete a Time TrackingDeletes a time tracking by its ID.
- Download a Delivery NoteDownloads the PDF of a delivery note.
- Download a DocumentDownloads the file of a company document.
- Get a CompanyRetrieves a single company by its ID.
- Get a Delivery NoteRetrieves a single delivery note by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a Miscellaneous OperationRetrieves a single miscellaneous operation by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get an OpportunityRetrieves a single opportunity by its ID.
- Get an Order (Contract)Retrieves a single order (contract) by its ID.
- Get a ProductRetrieves a single product by its ID.
- Get a Product's StockRetrieves the current stock level of a product.
- Get a ProjectRetrieves a single project by its ID.
- Get a QuotationRetrieves a single quotation by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a Supplier ContractRetrieves a single supplier contract by its ID.
- Get a Supplier DeliveryRetrieves a single supplier delivery by its ID.
- Get a TaskRetrieves a single task by its ID.
Insightly modules
- Create a ContactCreates a new contact.
- Create a File Attachment on a ContactCreates a new file attachment on a contact.
- Create a File Attachment on a LeadCreates a new file attachment on a lead.
- Create a File Attachment on an OrganisationCreates a new file attachment on an organisation.
- Create a LeadCreates a new lead.
- Create a Lead SourceCreates a new lead source.
- Create a Lead StatusCreates a new lead status.
- Create a Link on a ContactCreates a new link on a contact.
- Create a Link on an OrganisationCreates a new link on an organisation.
- Create a Merged Document for a ContactCreates a new merged document for a contact.
- Create a Merged Document for a LeadCreates a new merged document for a lead.
- Create a Merged Document for an OrganisationCreates a new merged document for an organisation.
- Create an Activity Set on a ContactCreates a new activity set on a contact.
- Create an Activity Set on a LeadCreates a new activity set on a lead.
- Create an Activity Set on an OrganisationCreates a new activity set on an organisation.
- Create an OpportunityCreates a new opportunity.
- Create an OrganisationCreates a new organisation.
- Create a Note on a ContactCreates a new note on a contact.
- Create a Note on a LeadCreates a new note on a lead.
- Create a Note on an OrganisationCreates a new note on an organisation.
- Create a Tag on a ContactCreates a new tag on a contact.
- Create a Tag on a LeadCreates a new tag on a lead.
- Create a Tag on an OrganisationCreates a new tag on an organisation.
- Delete a ContactDeletes a contact.
- Delete a Contact's Custom Image FieldDeletes a contact's custom image field.
- Delete a Contact's ImageDeletes a contact's image.
- Delete a LeadDeletes a lead.
- Delete a Lead's Custom Image FieldDeletes a lead's custom image field.
- Delete a Lead's ImageDeletes a lead's image.
- Delete a Lead SourceDeletes a lead source.
- Delete a Lead StatusDeletes a lead status.
- Delete a Link on a ContactDeletes a link on a contact.
- Delete a Link on an OrganisationDeletes a link on an organisation.
- Delete an OrganisationDeletes an organisation.
- Delete an Organisation's Custom Image FieldDeletes an organisation's custom image field.
- Delete an Organisation's ImageDeletes an organisation's image.
- Delete a Tag from a ContactDeletes a tag from a contact.
- Delete a Tag from a LeadDeletes a tag from a lead.
- Delete a Tag from an OrganisationDeletes a tag from an organisation.
- Follow a ContactStarts following a contact.
- Follow a LeadStarts following a lead.
- Follow an OrganisationStarts following an organisation.
- Get a ContactReturns a single contact.
- Get a Contact's Custom Image FieldReturns a contact's custom image field.
- Get a Contact's ImageReturns a contact's image.
- Get a Follow State for a ContactReturns a single follow state for a contact.
- Get a Follow State for a LeadReturns a single follow state for a lead.
- Get a Follow State for an OrganisationReturns a single follow state for an organisation.
- Get a LeadReturns a single lead.
- Get a Lead's Custom Image FieldReturns a lead's custom image field.
Frequently asked questions
Common questions about connecting Axonaut and Insightly.
Connect your Axonaut and Insightly accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Axonaut's "Watch Bank Accounts" fires, WEXTL can "Create a Contact" in Insightly. Axonaut has 24 triggers (including Watch Bank Accounts, Watch Bank Transactions, and Watch Companies); Insightly has 125 actions (including Create a Contact, Create a File Attachment on a Contact, and Create a File Attachment on a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Axonaut-to-Insightly automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Axonaut (or Insightly) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Axonaut + Insightly automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Axonaut and Insightly integration.
- Axonaut and Insightly integration source code, module specs and credentials implementation.
- Our Axonaut and Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Axonaut and Insightly — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Axonaut integration information
- Insightly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library