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Automate tasks across Planning Center with Insightly

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Planning Center 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 53 actions between Planning Center and Insightly.
Can’t find an action you need? Let us know.

List Person AddressesRun a list person addresses action in Planning Center.List CampusesRun a list campuses action in Planning Center.List Person EmailsRun a list person emails action in Planning Center.List Person Field DataRun a list person field data action in Planning Center.Create HouseholdCreate household in Planning Center.Get HouseholdRun a get household action in Planning Center.List HouseholdsRun a list households action in Planning Center.List Person HouseholdsRun a list person households action in Planning Center.Update HouseholdUpdate household in Planning Center.Create Household MembershipCreate household membership in Planning Center.Get ListRun a get list action in Planning Center.List ListsRun a list lists action in Planning Center.List List ResultsRun a list list results action in Planning Center.List Person NotesRun a list person notes action in Planning Center.Create PersonCreate person in Planning Center.

Frequently asked questions

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

MindCloud connects Planning Center 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.