CompanyCam (In Review) + Insightly Integration
Integrate CompanyCam (In Review) to Insightly in one click, or tell Integrately AI how you want each project handled. Sync new projects, create linked contacts, update records, and keep your CRM and photo storage aligned automatically.
Free forever.Use premium features free for 14 days.1.
Project is created in CompanyCam (In Review) Instant- Project is updated in CompanyCam (In Review) Instant
- Photo is created in CompanyCam (In Review) Instant
- Photo is updated in CompanyCam (In Review) Instant
- Tag is added to photo in CompanyCam (In Review) Instant
- Label is added to project in CompanyCam (In Review) Instant
- Document is created in CompanyCam (In Review) Instant
- Comment is created in CompanyCam (In Review) Instant
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Project is created in Insightly
- Opportunity is created in Insightly
- Opportunity is updated in Insightly
2.
- Add project in CompanyCam (In Review)
- Search project in CompanyCam (In Review)
- Add tag to photo in CompanyCam (In Review)
- Create tag in CompanyCam (In Review)
- Get opportunity by ID in Insightly
- Get organization by ID in Insightly
- Get task by ID in Insightly
- Update opportunity in Insightly
- Update Contact in Insightly
- Update task in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
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Ready Workflows for CompanyCam (In Review) + Insightly Integration
Capture new projects, create CRM records, update tasks, alert your team, and track project pipelines, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your CompanyCam (In Review) + Insightly flow
Connect your photo storage and CRM workflow with document signing, scheduling, and communication tools to streamline every project stage. Pick a combination and activate it in one click.
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Google Drive (8)
Google Drive (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Gmail (8)
Gmail (8) +
Slack (8)
Slack (8) +
DocuSign (8)
DocuSign (8) +
Calendly (8)
Calendly (8) C
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Create an Insightly project from every new CompanyCam (In Review) project and back up assets in Google Drive
New CompanyCam (In Review) projects create matching Insightly projects and save project assets in Google Drive automatically, keeping your storage and CRM in sync.
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When a new Insightly lead arrives, add a project in CompanyCam (In Review) and create a project folder in Google Drive
Insightly leads automatically trigger a new project in CompanyCam (In Review) and set up a dedicated project folder in Google Drive.
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Update your Insightly project and Google Drive file whenever a CompanyCam (In Review) project is updated
Project updates in CompanyCam (In Review) automatically refresh the corresponding Insightly project and update documentation in Google Drive.
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Create a Google Drive document for every new Insightly task linked to a searched CompanyCam (In Review) project
New Insightly tasks search for the correct CompanyCam (In Review) project and generate a supporting document in Google Drive.
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If an Insightly opportunity is created, add a project in CompanyCam (In Review) and create a shared Google Drive folder
New sales opportunities in Insightly automatically provision a CompanyCam (In Review) project and a Google Drive folder for collateral.
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When an Insightly project is updated, search for the CompanyCam (In Review) project and archive the Google Drive folder
Completed Insightly projects trigger a search in CompanyCam (In Review) and archive the associated project folder in Google Drive.
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Use Claude to summarise new Insightly leads, create a CompanyCam (In Review) project, and save the summary in Google Drive
Claude analyses new Insightly leads to build tailored CompanyCam (In Review) projects while storing summaries in Google Drive.
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Turn every new Insightly contact into a CompanyCam (In Review) project, back up files in Google Drive, and alert your team on Slack
New Insightly contacts generate CompanyCam (In Review) projects, back up files in Google Drive, and notify your team in Slack.
Supported triggers and actions for CompanyCam (In Review) and Insightly
Mix and match to build the exact automation you need
CompanyCam (In Review) Triggers & Actions
Instant
Project is created in CompanyCam (In Review)
Triggers the automation when a new project is created
Try it → Instant
Project is updated in CompanyCam (In Review)
Triggers the automation when a project is updated
Try it → Instant
Photo is created in CompanyCam (In Review)
Triggers the automation when a new photo is created
Try it → Instant
Photo is updated in CompanyCam (In Review)
Triggers the automation when a photo is updated
Try it → Instant
Tag is added to photo in CompanyCam (In Review)
Triggers the automation when a tag is added
Try it → Instant
Label is added to project in CompanyCam (In Review)
Triggers the automation when any project is labelled
Try it → Instant
Document is created in CompanyCam (In Review)
Triggers the automation when a new document is created
Try it → Instant
Comment is created in CompanyCam (In Review)
Triggers the automation when a new comment is created
Try it → What can you automate with CompanyCam (In Review) + Insightly?
Streamline your daily operations by connecting photo storage records with CRM pipelines.
🔄
Sync projects between CompanyCam (In Review) and Insightly
Automatically create a matching project in Insightly whenever a new project is initialized in CompanyCam (In Review). Eliminate duplicate manual entry across your team.
📝
Capture every submitted field and project detail
Map all available form inputs, tags, and project descriptions from CompanyCam (In Review) directly into corresponding Insightly fields for comprehensive record-keeping.
🔔
Alert your team the moment events occur
Send instant notifications to team members or communication channels as soon as new leads or project updates are logged in either application.
🔀
Route records based on submitted field values
Trigger different automated paths depending on specific criteria like project tags, lead status, or custom field selections in your source app.
🔄
Keep project destinations up to date automatically
Ensure modifications made to projects, tasks, or contacts in one platform immediately update corresponding records in the other.
🔍
Search and update instead of creating duplicates
Search for existing projects or contacts before creating new entries, preventing cluttered databases and duplicate records.
⚙️
Handle later status changes and project closures
Automate clean-up workflows, archiving, or follow-up actions when projects reach completed stages or opportunities are marked won or lost.
🔗
Extend your workflow to Slack
Connect your core automation flow with Slack to broadcast important project updates and team alerts instantly.
And much more...
Who is CompanyCam (In Review) + Insightly integration for?
Teams managing photo documentation and CRM pipelines benefit from automated data sync that removes manual entry bottlenecks across projects.
Operations Managers
Project Coordinators
Account Managers
Sales Directors
Field Supervisors
Customer Success Leads
📈
Operations Managers
You review project timelines and CRM pipeline reports, but manual data entry between CompanyCam (In Review) and Insightly means your activity metrics are always outdated — with this integration, every project and task syncs instantly so your reporting dashboards remain accurate.
⚡
Project Coordinators
You need to act fast on new client onboarding and document creation, but finding out about new deals hours late causes operational bottlenecks — automating both apps means every new Insightly opportunity immediately provisions your CompanyCam (In Review) project workspace.
🤝
Account Managers
You answer to clients who expect real-time updates on project milestones, but disjointed photo storage and CRM tools leave gaps in your progress tracking — connecting these apps means every project update flows directly into your client communication records.
📊
Sales Directors
The volume of incoming leads is too high for your team to keep up with manual project setup and CRM logging — this integration means every new lead instantly generates the necessary project structures without requiring manual administrative effort.
🔧
Field Supervisors
You depend on sales teams to hand over project details before starting field capture, but manual handoffs cause frustrating delays — automating both apps means field teams receive complete project data the moment a deal is closed in Insightly.
🗂️
Customer Success Leads
You need a reliable history of client interactions and project assets, but finding missing photo attachments and CRM notes wastes valuable hours — with this integration, all project records and client details stay unified and complete across your entire tech stack.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate CompanyCam (In Review) + Insightly
Build and manage your CompanyCam (In Review) + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect CompanyCam (In Review) + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect CompanyCam (In Review) + Insightly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect CompanyCam (In Review) to Insightly?
You can connect CompanyCam (In Review) to Insightly using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the workflow and map fields instantly, connecting with tools like Google Drive, Slack, and Gmail.
Can I automatically create Insightly projects from CompanyCam (In Review) projects?
Can I connect CompanyCam (In Review), Insightly, and Slack?
What is a good Zapier alternative for CompanyCam (In Review) and Insightly?
How are project updates handled between CompanyCam (In Review) and Insightly?
Can I sync Insightly contacts with CompanyCam (In Review) projects?
Do I need coding skills to set up CompanyCam (In Review) and Insightly integrations?
Is the CompanyCam (In Review) and Insightly integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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