Insightly + monday.com Integrations
Put Insightly + monday.com to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Insightly and monday.com
See the kind of workflows teams build with Insightly and monday.com below — describe the exact one you want above and the Agent builds it on demand.
Insightly + monday.com
When a record is updated in Insightly, sync the changed fields to the target item on monday.com.
Generate project tasks when deals are won
When a deal is won in Insightly, automatically create a project task in monday.com to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in monday.com, automatically update the deal stage in Insightly to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in monday.com, automatically log the activity in Insightly on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Insightly and monday.com?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Insightly and monday.com
Everything Insightly and monday.com can do inside a workflow — the triggers that start one and the actions that run when it fires.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a record is updated.
Creates a Record
Updates a Record
monday.com Explore monday.com →
monday.com is a work operating system that enables teams to manage projects, automate workflows, and track task progress.
TriggersTriggers when any column's value is changed in the selected board.
Triggers when an item is created in a specific board.
Triggers when an item is moved to a group (same or different board).
Triggers when a new board is created.
Triggers when a new subitem on a specific board is created.
Triggers when one of the specified columns' value is changed in the selected board.
Archives a board
Archives a specific group in a board
Archives an item
Update an item's name
Change multiple column values of an item
Creates a new board
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10xCRM
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17hats
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1CRM
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AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Insightly + monday.com
Is there a pre-built Insightly + monday.com automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Insightly and monday.com's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Insightly or monday.com connector?
No. The Agent works whether or not Insightly or monday.com already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting monday.com and Insightly help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Insightly automatically spin up project tasks?
Yes, when a deal is won or changes stages in Insightly, you can instantly create initial project tasks in monday.com.