Integrate Assignar with Insightly to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Assignar with Insightly - no code necessary. See how you can get setup in minutes.

Select a trigger from Assignar

A trigger is an event that starts your Zap and runs the workflow. For example, with Assignar, a trigger could be "New Task."

A trigger is the event that kicks off your automated workflow.

Setup an action from Insightly

An action is what takes place after the automation is triggered. For example, with Insightly, the action could be "Create Record."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Assignar to Insightly

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Assignar to Insightly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Assignar and Insightly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Assignar and Insightly to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Task
Triggers when a new Task is created.
Trigger
Scheduled
Try It
- Approved Filter Type
  Required
Trigger
Scheduled
Try It
New Asset
Triggers when a new Asset is created.
Trigger
Scheduled
Try It
New Client
Triggers when a new Client is created.
Trigger
Scheduled
Try It
New Digital Docket
Triggers when a new digital docket is created.
Trigger
Scheduled
Try It

New Order Task
When an Task is associated with an Order.
Trigger
Scheduled
Try It
New Site Diary
Triggers when a new Site Diary is created.
Trigger
Scheduled
Try It

New Supplier
Triggers when a new Supplier is created.
Trigger
Scheduled
Try It
Updated User
Triggers when a new User is updated.
Trigger
Scheduled
Try It
Updated Project
Triggers when any attribute of project is updated.
Trigger
Scheduled
Try It
- Asset name
  Required
- External Identifier
- Integration Identifier
- Description
- Registration number
- Year
- Make
- Model
- Serial Numbers
- Charge Rate
- Number Reading
- Tag Id
Action
Write
- Asset name
  Required
- External Identifier
- Integration Identifier
- Active
  Required
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
Action
Write
- External ID
- First Name
  Required
- Last Name
  Required
- Company
- Office Phone
- Mobile
- Email
- Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Comments
Action
Write
- Journal Type
  Required
- Visible in FieldWorker App
  Required
- Comment
  Required
- Identifier
  Required
Action
Write
- Order
  Required
- Task
  Required
- Task Quantity
- Description
Action
Write
- Contact identifier
  Required
- Client Identifier
  Required
- Project identifier
Action
Write
- Asset name
  Required
- Integration Identifier
- External Identifier
- Active
  Required
- Machine Required
Action
Write
- User Type
  Required
- First Name
  Required
- Last Name
  Required
- Employee Identifier
- Integration Identifier
- Employment Type
  Required
- Username
  Required
- Password
  Required
- Retype Password
  Required
- Email
- Contact identifier
  Required
- Address
- Suburb
- State
- Postcode
- Date of Birth
- Comments
Action
Write
- User
  Required
- Induction
  Required
- Description
- Expiry Date
- Date of Issue
Action
Write
- ID
  Required
Action
Write
- ID
  Required
- Activity Name
  Required
- Integration Identifier
Action
Write
- ID
  Required
- Charge Code
  Required
- Label
- Integration Identifier
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Office Phone
- Mobile
- Email
- Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Comments
Action
Write
- ID
  Required
- Project Name
  Required
- Active
  Required
- Integration Identifier
- Address
- Suburb
- Postcode
- State
- Tag Id
- Activity Id
Action
Write
- ID
  Required
- Task Name
  Required
- Active
  Required
- Machine Required
- Integration Identifier
Action
Write
- User
  Required
- Competency
  Required
- Expiry Date
- Description
- Date of Issue
Action
Write
- ID
  Required
- Label
Action
Write
- External Identifier
- Activity Name
  Required
- Display the Integration Id of the Activity
Action
Search
- Asset Identifier
  Required
- Display the Integration Id of the Activity
Action
Search
- Timesheet ID
  Required
Action
Search
- Asset name
  Required
Action
Search
- Digital Docket ID
- Project ID
- Order ID
- Client ID
Action
Search
- Digital Docket ID
Action
Search
- ID
  Required
- Display the Integration Id of the Activity
Action
Search
- Order ID
- Order Task Id
Action
Search
- External Identifier
- Project Name
  Required
- ID
  Required
- Display the Integration Id of the Activity
Action
Search
- Contact identifier
  Required
- Client Identifier
  Required
- Project identifier
Action
Search
- Tag Type
  Required
- Asset name
  Required
- Description
Action
Search
- ID
  Required
- Project ID
- Order ID
- Work Order Number
- User ID
  Required
- Display the Integration Id of the Activity
Action
Search
- User Type
  Required
- Active
  Required
- Username
  Required
- Employee Identifier
- ID
  Required
- Display the Integration Id of the Activity
- Email
Action
Search
- User
  Required
- Induction
  Required
Action
Search
- External Identifier
- Activity Name
  Required
- Display the Integration Id of the Activity
- Integration Identifier
Action
Search or write
- External Identifier
- Client Name
- Display the Integration Id of the Activity
- Asset name
  Required
- Integration Identifier
- Active
  Required
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
Action
Search or write
- External Identifier
- Email
- Mobile
- External ID
- First Name
  Required
- Last Name
  Required
- Company
- Office Phone
- Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Comments
Action
Search or write
- Work Order Number
- Active
  Required
- Client ID
  Required
- Project ID
- Start Date
  Required
- End Date
  Required
- Order Status
  Required
- Job Description
- Location
- Location 2
- Integration Identifier
- Purchase Order Number
- Supplier
- Comments
Action
Search or write
- Contact identifier
  Required
- Client Identifier
  Required
- Project identifier
Action
Search or write
- User Type
  Required
- Active
  Required
- Username
  Required
- Employee Identifier
- ID
  Required
- Display the Integration Id of the Activity
- Email
- First Name
  Required
- Last Name
  Required
- Integration Identifier
- Employment Type
  Required
- Password
  Required
- Retype Password
  Required
- Contact identifier
  Required
- Address
- Suburb
- State
- Postcode
- Date of Birth
- Comments
Action
Search or write
- User
  Required
- Induction
  Required
- Description
- Expiry Date
- Date of Issue
Action
Search or write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

- Approved Filter Type
  Required
Trigger
Scheduled
Try It
New Activity
Triggers when a new Activity is created.
Trigger
Scheduled
Try It
New Charge Code
Triggers when a new Charge Code is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new Contanct is created.
Trigger
Scheduled
Try It
- Order Status
Trigger
Scheduled
Try It
New Project
Triggers when a new Project is created.
Trigger
Scheduled
Try It
New Skill
Triggers when a new skill is created.
Trigger
Scheduled
Try It
New User
Triggers when a new User is created.
Trigger
Scheduled
Try It
Updated Order
Triggers when any attribute in Order is updated.
Trigger
Scheduled
Try It
- Activity Name
  Required
- External Identifier
- Integration Identifier
Action
Write
- Charge Code
  Required
- Label
- Integration Identifier
Action
Write
- Asset name
  Required
- Is expiry required?
- Is issue date required?
Action
Write
- Asset name
  Required
- Is expiry required?
- Is issue date required?
Action
Write
- Active
  Required
- Client ID
  Required
- Project ID
- Start Date
  Required
- End Date
  Required
- Order Status
  Required
- Job Description
- Location
- Location 2
- Work Order Number
- Integration Identifier
- Purchase Order Number
- Supplier
- Comments
Action
Write
- Project Name
  Required
- Client Identifier
  Required
- Project Identifier
- Integration Identifier
- Active
  Required
- Address
- Suburb
- Postcode
- State
- Parent ID
- Tag Id
- Activity Id
Action
Write
- Asset name
  Required
- External ID
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
Action
Write
- Created Date
  Required
- User ID
  Required
- Client ID
  Required
- Integration Identifier
- Task ID
  Required
- Project ID
- Start Time
  Required
- End Time
  Required
- Break Time
  Required
- Total Time
  Required
- Travel Time To
- Travel Time From
- Comments
- Submitted Date
  Required
- Activity Id
- Activity Start Time
  Required
- Activity End Time
  Required
- Asset ID
- Approved
- Locked
Action
Write
- User
  Required
- Competency
  Required
- Description
- Expiry Date
- Date of Issue
Action
Write
- Charge Code
  Required
- Label
Action
Write
- To
  Required
- Cc
- Bcc
- Subject
  Required
- Message
  Required
Action
Write
- ID
  Required
- Asset name
  Required
- External Identifier
- Integration Identifier
- Description
- Registration number
- Year
- Make
- Model
- Serial Numbers
- Charge Rate
- Number Reading
- Tag Id
Action
Write
- ID
  Required
- Asset name
  Required
- Active
  Required
- Integration Identifier
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
Action
Write
- Order
  Required
- Order Status
- Work Order Number
- Integration Identifier
- Purchase Order Number
- Job Description
- Order Owner
- Comments
- Supplier
- End Date
  Required
Action
Write
- ID
  Required
- Asset name
  Required
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Employee ID
- Integration Identifier
- Username
  Required
- Employment Type
  Required
- Date of Birth
- Email
- Contact identifier
  Required
- Address
- Suburb
- State
- Postcode
- Comments
- Active
  Required
Action
Write
- User
  Required
- Induction
  Required
- Expiry Date
- Description
- Date of Issue
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- External Identifier
- Asset name
  Required
- Registration number
- Serial Numbers
- ID
  Required
- Display the Integration Id of the Activity
Action
Search
- ID
  Required
- Charge Code
  Required
- Label
- Display the Integration Id of the Activity
Action
Search
- External Identifier
- Client Name
- Display the Integration Id of the Activity
Action
Search
- External Identifier
- Email
- Mobile
Action
Search
- Digital Docket ID
Action
Search
- Asset name
  Required
Action
Search
- Work Order Number
Action
Search
- Order
  Required
- Task
  Required
- Start Time
  Required
- End Time
  Required
Action
Search
- Project ID
Action
Search
- External Identifier
- Supplier Name
Action
Search
- External Identifier
- Task Name
  Required
- ID
  Required
- Display the Integration Id of the Activity
Action
Search
- Timesheet ID
  Required
Action
Search
- User
  Required
- Competency
  Required
Action
Search
- ID
  Required
- Charge Code
  Required
Action
Search
- External Identifier
- Asset name
  Required
- Registration number
- Serial Numbers
- ID
  Required
- Display the Integration Id of the Activity
- Integration Identifier
- Description
- Year
- Make
- Model
- Charge Rate
- Number Reading
- Tag Id
Action
Search or write
- Asset name
  Required
- Is expiry required?
- Is issue date required?
Action
Search or write
- Asset name
  Required
- Is expiry required?
- Is issue date required?
Action
Search or write
- External Identifier
- Project Name
  Required
- ID
  Required
- Display the Integration Id of the Activity
- Client Identifier
  Required
- Project Identifier
- Integration Identifier
- Active
  Required
- Address
- Suburb
- Postcode
- State
- Parent ID
- Tag Id
- Activity Id
Action
Search or write
- External Identifier
- Task Name
  Required
- ID
  Required
- Display the Integration Id of the Activity
- Asset name
  Required
- Integration Identifier
- Active
  Required
- Machine Required
Action
Search or write
- User
  Required
- Competency
  Required
- Description
- Expiry Date
- Date of Issue
Action
Search or write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

Learn how to automate Assignar on the Zapier blog

Learn how to automate Insightly on the Zapier blog

About Assignar

Assignar is a workforce and asset management platform for construction sub contractor and self-perform general contractors.

Related categories

Scheduling & Booking

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories