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Automate tasks across Insightly with Katana

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Insightly and Katana. 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 70 actions between Insightly and Katana.
Can’t find an action you need? Let us know.

Create ContactCreate contact in Insightly.Get ContactRun a get contact action in Insightly.List ContactsRun a list contacts action in Insightly.Search ContactsRun a search contacts action in Insightly.Update ContactUpdate contact in Insightly.Create LeadCreate lead in Insightly.Get LeadRun a get lead action in Insightly.List LeadsRun a list leads action in Insightly.Search LeadsRun a search leads action in Insightly.Update LeadUpdate lead in Insightly.Create OpportunityCreate opportunity in Insightly.Get OpportunityRun a get opportunity action in Insightly.List OpportunitiesRun a list opportunities action in Insightly.Search OpportunitiesRun a search opportunities action in Insightly.Update OpportunityUpdate opportunity in Insightly.

Frequently asked questions

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

MindCloud connects Insightly and Katana 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.