STEP 1
Connect Clientify 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.
Clientify and Insightly Integration
Keep Clientify and Insightly in sync by integrating their events and actions. When crm events happen in Clientify, update the Insightly automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Insightly
Detailed info you need to know about Clientify and Insightly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Insightly
Set up your Clientify and Insightly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify 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 Clientify and Insightly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Insightly work in WEXTL?
WEXTL exposes actions and triggers for Clientify 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.
Clientify triggersInsightly actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Insightly integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Insightly.
Connect your Clientify 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 Clientify's "Watch Contacts" fires, WEXTL can "Create a Contact" in Insightly. Clientify has 2 triggers (including Watch Contacts and Watch Deals); 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. Clientify-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 Clientify (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 Clientify + 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 Clientify and Insightly integration.
- Clientify and Insightly integration source code, module specs and credentials implementation.
- Our Clientify and Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify 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.
- Clientify integration information
- Insightly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library