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Automate tasks across Bookafy with Insightly

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Bookafy and Insightly talk.
Here are some common ways to automate work between them.

Send a Insightly notification when Bookafy receives a high-priority item.Try now
Create a Insightly follow-up from new qualified activity in Bookafy.Try now
Copy new customer details from Bookafy into Insightly.Try now
Update the matching Insightly item when a Bookafy status changes.Try now
Start a review in Insightly when Bookafy flags an exception.Try now
Summarize new Bookafy activity and save it in Insightly.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Bookafy and Insightly work.

Connect your Bookafy and Insightly. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 43 actions between Bookafy and Insightly.
Can’t find an action you need? Let us know.

List Webhook SubscriptionsRun a list webhook subscriptions action in Bookafy.Create AppointmentCreate appointment in Bookafy.Delete AppointmentDelete appointment in Bookafy.List AppointmentsRun a list appointments action in Bookafy.Update AppointmentUpdate appointment in Bookafy.List Appointment Types with Booking LinksRun a list appointment types with booking links action in Bookafy.Create CustomerCreate customer in Bookafy.Delete CustomerDelete customer in Bookafy.Get CustomerRun a get customer action in Bookafy.List CustomersRun a list customers action in Bookafy.Update CustomerUpdate customer in Bookafy.List Staff UsersRun a list staff users action in Bookafy.List Services with DetailsRun a list services with details action in Bookafy.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Bookafy and Insightly.

MindCloud connects Bookafy and Insightly so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.