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Automate tasks across ChatBot with Insightly

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your ChatBot 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 54 actions between ChatBot and Insightly.
Can’t find an action you need? Let us know.

Get ChatRun a get chat action in ChatBot.List ChatsRun a list chats action in ChatBot.Get Conversations ReportRun a get conversations report action in ChatBot.Create SegmentCreate segment in ChatBot.List SegmentsRun a list segments action in ChatBot.Create StoryCreate story in ChatBot.Get StoryRun a get story action in ChatBot.List StoriesRun a list stories action in ChatBot.Update StoryUpdate story in ChatBot.List PhrasesRun a list phrases action in ChatBot.Train PhrasesRun a train phrases action in ChatBot.Train with Custom TextRun a train with custom text action in ChatBot.Add segments to UserAdd segments to user in ChatBot.Ban or Unban UserRun a ban or unban user action in ChatBot.Create UserCreate user in ChatBot.

Frequently asked questions

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

MindCloud connects ChatBot 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.