STEP 1
Connect GlueUp 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.
GlueUp and Insightly Integration
Connect GlueUp and Insightly to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about GlueUp and Insightly
Detailed info you need to know about GlueUp and Insightly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect GlueUp to Insightly
Set up your GlueUp and Insightly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected GlueUp 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 GlueUp and Insightly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between GlueUp and Insightly work in WEXTL?
WEXTL exposes actions and triggers for GlueUp 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.
GlueUp triggersInsightly actions
GlueUp modules
- Create a UserCreates a new user in the system.
- Get a Company MembershipRetrieves a company membership by ID.
- Get a Company Membership Directory ListRetrieves a company membership directory list.
- Get a Default Individual Application FormRetrieves the default individual application form.
- Get a Finance InvoiceRetrieves a finance invoice from the service.
- Get All Application FormsRetrieves all individual application forms.
- Get All Company Application Form FieldsRetrieves all company application form fields.
- Get All Individual Application Form FieldsRetrieves all individual application form fields.
- Get a Membership Industry ListRetrieves a list of membership industries.
- Get a Membership MemberRetrieves details of a membership member.
- Get a Membership Member Directory ListRetrieves a membership member directory list.
- Get an Event ListRetrieves a list of events from the service.
- Get an Individual MembershipRetrieves details of an individual membership.
- Get Application FormsRetrieves all company application forms.
- Get a User SnapshotRetrieves a snapshot of a user.
- Get Basic Company Membership Directory ListRetrieves a basic company membership directory list.
- Get Basic Membership Member Directory ListRetrieves the basic membership member directory list.
- Get Default Company Application FormRetrieves the default company application form.
- Get Finance InvoicesRetrieves finance invoices from the system.
- Get Individual Membership Directory ListRetrieves an individual membership directory list.
- Get Membership Directory SettingsRetrieves membership directory settings from the specified service.
- Get Membership ListRetrieves a list of memberships from a specific source.
- Get Membership TypesRetrieves membership types from the service.
- Get User EventsRetrieves events associated with a user.
- Get User SubscriptionsRetrieves user subscriptions.
- List Events by StatusRetrieves a list of events filtered by their status.
- Make an API CallPerforms an arbitrary authorized API call.
- Subscribe a User to SubjectsSubscribes a user to specified subjects.
- Subscribe User to an OrganizationSubscribes a user to an organization.
- Watch Application FormTriggers when the default company application form is accessed or modified.
- Watch Application Form FieldsTriggers when a company application form field is updated.
- Watch Company Membership DirectoryTriggers when there is an update in the company membership directory.
- Watch Default Individual Application FormTriggers when a default individual application form is completed.
- Watch Event ListTriggers when a new event is added to the list.
- Watch Individual Application Form FieldsTriggers when there is a change in individual application form fields.
- Watch Individual Membership Directory ListTriggers when the individual membership directory list is updated or changed.
- Watch Invoice ListTriggers when a new invoice is added to the list.
- Watch Membership ListTriggers when there are changes to the membership list.
- Watch Membership TypesTriggers when a membership type is listed.
- Watch User EventsTriggers when a user event occurs.
- Watch User SubscriptionsTriggers when there is a change in user subscriptions.
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 GlueUp 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 GlueUp and Insightly.
Connect your GlueUp 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 GlueUp's "Watch Application Form" fires, WEXTL can "Create a Contact" in Insightly. GlueUp has 12 triggers (including Watch Application Form, Watch Application Form Fields, and Watch Company Membership Directory); 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. GlueUp-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 GlueUp (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 GlueUp + 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 GlueUp and Insightly integration.
- GlueUp and Insightly integration source code, module specs and credentials implementation.
- Our GlueUp and Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for GlueUp 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.
- GlueUp integration information
- Insightly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library