Sign inGet started
Docs
Get started

Automate tasks across CleverReach with Insightly

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your CleverReach 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 60 actions between CleverReach and Insightly.
Can’t find an action you need? Let us know.

Get Attribute LimitsRun a get attribute limits action in CleverReach.List AttributesRun a list attributes action in CleverReach.Get Blacklist EntryRun a get blacklist entry action in CleverReach.List Blacklist EntriesRun a list blacklist entries action in CleverReach.List BouncesRun a list bounces action in CleverReach.Get FormRun a get form action in CleverReach.Get Form Embedded CodeRun a get form embedded code action in CleverReach.List FormsRun a list forms action in CleverReach.List Group FormsRun a list group forms action in CleverReach.Get GroupRun a get group action in CleverReach.Get Group StatsRun a get group stats action in CleverReach.List GroupsRun a list groups action in CleverReach.List Group AttributesRun a list group attributes action in CleverReach.Get Group FilterRun a get group filter action in CleverReach.Get Group Filter StatsRun a get group filter stats action in CleverReach.

Frequently asked questions

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

MindCloud connects CleverReach 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.