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Automate tasks across Dext with Insightly

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Dext 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 33 actions between Dext and Insightly.
Can’t find an action you need? Let us know.

Get ClientRun a get client action in Dext.List ClientsRun a list clients action in Dext.Get Client Activity StatsRun a get client activity stats action in Dext.

Frequently asked questions

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

MindCloud connects Dext 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.