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Automate tasks across Hub Planner with Insightly

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Hub Planner 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 Hub Planner and Insightly.
Can’t find an action you need? Let us know.

Get Booking CategoryRun a get booking category action in Hub Planner.List Booking CategoriesRun a list booking categories action in Hub Planner.Search Booking CategoriesRun a search booking categories action in Hub Planner.Get BookingRun a get booking action in Hub Planner.List BookingsRun a list bookings action in Hub Planner.Search BookingsRun a search bookings action in Hub Planner.Get ClientRun a get client action in Hub Planner.List ClientsRun a list clients action in Hub Planner.Search ClientsRun a search clients action in Hub Planner.Get EventRun a get event action in Hub Planner.List EventsRun a list events action in Hub Planner.Search EventsRun a search events action in Hub Planner.Get HolidayRun a get holiday action in Hub Planner.List HolidaysRun a list holidays action in Hub Planner.Search HolidaysRun a search holidays action in Hub Planner.

Frequently asked questions

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

MindCloud connects Hub Planner 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.