Insightly + Todoist Integration

Integrate Insightly to Todoist in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your tasks and CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
Arrow Right
2.
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Insightly + Todoist Integration

Capture leads, create tasks, keep projects updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Todoist Integration

Create Todoist task for new Insightly task

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Todoist is a great tool for this.

All you need to do is - integrate Todoist with Insightly to create task in Todoist automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.
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Insightly + Todoist Integration

Create Todoist task for new Insightly contact

Insightly and Todoist are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a task in Todoist? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Insightly + Todoist Integration

Create Todoist task for new Insightly opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Todoist to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and Todoist, creating task in Todoist is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Todoist flow

Streamline lead capture by syncing tasks across CRMs, updating project sheets, notifying your team, and managing communications. Pick a combination and activate it in one click.

Insightly
Todoist
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
I
T
G
Create a Todoist task when an Insightly lead is created, and send a confirmation email in Gmail.
New Insightly leads instantly generate a Todoist task and send an email via Gmail, removing manual follow-up steps.
T
I
G
When a Todoist task is completed, update the task in Insightly and send a summary email in Gmail.
Completed Todoist tasks update Insightly records and trigger a summary email in Gmail to keep stakeholders informed.
I
T
G
If an Insightly opportunity is created, create a Todoist task and send an assignment email in Gmail.
New Insightly opportunities open project tasks in Todoist and notify assignees via Gmail instantly.

Supported triggers and actions for Insightly and Todoist

Mix and match to build the exact automation you need

Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
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Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
Try it →

What can you automate with Insightly + Todoist?

Streamline your entire workflow by connecting Insightly triggers to Todoist actions automatically.

What you can automate?
🔄
Sync new leads directly to task boards
Create a Todoist task automatically whenever a new lead is created in Insightly, ensuring immediate follow-up by your team.
📋
Capture every submitted custom field
Map detailed lead attributes and notes from Insightly directly into Todoist task descriptions for comprehensive context.
🔔
Alert team members instantly on updates
Trigger instant notifications whenever critical Insightly opportunities change status or new Todoist tasks are assigned.
🔀
Route tasks based on deal tier
Create high-priority Todoist tasks for enterprise Insightly deals while routing standard opportunities to regular queues.
⏱️
Keep project records continuously updated
Update matching Insightly tasks and projects whenever task milestones are marked complete in Todoist.
🔍
Prevent duplicate records across apps
Search existing Insightly contacts before creating new entries to keep your database clean and organized.
Handle task completion and status changes
Close out project milestones in Insightly automatically when corresponding Todoist tasks are marked completed.
🌐
Extend workflows to external apps
Connect your Insightly and Todoist core workflow with Slack or Gmail to notify stakeholders across channels.
And much more...

Who is Insightly + Todoist integration for?

Connecting Insightly and Todoist helps growing teams eliminate manual data entry, streamline task assignments, and keep sales and project pipelines perfectly synchronized.

Sales Directors
Sales Directors
Project Managers
Project Managers
Account Executives
Account Executives
Operations Teams
Operations Teams
Customer Success Leads
Customer Success Leads
Business Analysts
Business Analysts
📈
Sales Directors
You rely on Insightly pipelines to forecast quarterly revenue, but manual task tracking leaves your dashboards outdated — with this integration, every lead and task syncs instantly so your reporting numbers are always accurate.
Project Managers
You need to assign deliverables as soon as deals close, but notification delays leave your team waiting on handoffs — automating both apps means tasks appear in Todoist the moment an Insightly opportunity updates.
🤝
Account Executives
You manage client relationships across multiple platforms and struggle to keep communication histories aligned — connecting these apps means every update flows smoothly between your CRM and task boards.
📊
Operations Teams
High inbound lead volumes make manual task creation impossible to sustain without errors — this integration means every new contact automatically generates structured tasks without human bottlenecks.
🎯
Customer Success Leads
You depend on upstream sales handoffs to begin onboarding new clients, but delayed handoffs hurt retention — automating your workflow ensures onboarding tasks trigger immediately upon deal closure.
📝
Business Analysts
You audit project timelines and CRM records to measure team efficiency, but missing activity logs create blind spots — this integration means every project and task maintains a reliable, gap-free history.
Our team

Ready Workflows 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 Insightly + Todoist

Build and manage your Insightly + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Insightly + Todoist with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Insightly to Todoist?
Frequently Asked Questions
You can connect Insightly to Todoist in 1-click using ready templates or ask Integrately AI to build the automation. It takes seconds to link your accounts and start syncing data across apps like Gmail, Slack, and QuickBooks Online.
Can I automatically create a Todoist task when a new lead is created in Insightly?
Frequently Asked Questions
Can I connect Insightly, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Todoist?
Frequently Asked Questions
How are Insightly leads synced to Todoist tasks?
Frequently Asked Questions
Can Todoist task updates sync back to Insightly?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Todoist?
Frequently Asked Questions
Is the Insightly and Todoist integration free?
Frequently Asked Questions
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You Can Also Connect Insightly or Todoist With 1500+ Other Apps

Insightly
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Todoist
Popular Todoist Integrations
Sync Todoist with project boards, calendars, and productivity tools to keep task management aligned across your stack.
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