Short answer: Drop the "Insightly → Create Insightly Organisation" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
Organisation Name ORGANISATION_NAME | string | Required | — |
Phone PHONE | string | Optional | Phone number in E.164 format (with country code, no spaces). |
Website WEBSITE | string | Optional | — |
{"ORGANISATION_NAME": "{{trigger.ORGANISATION_NAME}}","PHONE": "e.g. +14155551234","WEBSITE": "{{trigger.WEBSITE}}"}
{"ORGANISATION_ID": 78901,"ORGANISATION_NAME": "Acme"}
Use these fields in downstream nodes for routing, logging, or error handling.
Any of these apps can fire this action as part of a workflow.
Triggered by anything in the catalog. Free tier available. No credit card.