Start free
IActionInsightlyUpdated June 2026

How do I create an Insightly task?

Short answer: You can create insightly task in Insightly by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the Insightly Create Insightly Task action to a workflow, map its 5 inputs from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.

Create Insightly Task in Insightly — start free All 6 Insightly actions
Create Insightly Task in Insightly — start free
Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Title
TITLE
stringRequired–
Due Date
DUE_DATE
stringOptionalYYYY-MM-DD
Priority
PRIORITY
optionsOptional–
Status
STATUS
optionsOptional–
Details
DETAILS
stringOptional–
Sample request
{
  "TITLE": "{{trigger.TITLE}}",
  "DUE_DATE": "YYYY-MM-DD",
  "PRIORITY": "{{trigger.PRIORITY}}",
  "STATUS": "{{trigger.STATUS}}",
  "DETAILS": "{{trigger.DETAILS}}"
}
Returns
{
  "TITLE": "Follow up",
  "STATUS": "Not Started",
  "TASK_ID": 99999
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Insightly Task.

Any of these apps can fire this action as part of a workflow.

I
Gmail → Insightly
1 Gmail triggers
I
Slack → Insightly
13 Slack triggers
I
Google Sheets → Insightly
2 Google Sheets triggers
I
HubSpot → Insightly
18 HubSpot triggers
FAQ

Questions about Create Insightly Task.

What does the Create Insightly Task action do in Insightly?
Creates a project-management task linked to contacts, organisations, or opportunities. Useful for "deal closed → auto-create kick-off task for delivery team" workflows.
What inputs does Create Insightly Task require?
Required: Title. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Insightly returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Insightly Task support batch operations?
Yes. Run Create Insightly Task inside a Loop node to process arrays. TinyCommand handles Insightly's rate limits automatically so you don't have to throttle manually.
More actions

Other Insightly actions.

Action
Create Insightly Contact
Inserts a contact with email, name, custom fields. Insightly doesn't auto-dedupe — wrap in Search Contacts first if uncertain whether the contact exists.
Action
Create Insightly Opportunity
Creates a sales opportunity with name, bid amount, currency, pipeline, stage. Useful for "qualified lead → auto-create opportunity in pipeline" workflows.
Action
Create Insightly Organisation
Creates a company-level record (Insightly uses UK "Organisation" spelling). For "new B2B prospect → create company record before linking contacts" workflows.
Action
Get Insightly Contact
Returns a contact by ID with all standard and custom fields plus linked organisation. The standard lookup before update workflows.
Action
Search Insightly Contacts
Lookup by field (email, name, custom field). The standard "find before update" pattern for upsert workflows.
Create Insightly Task in Insightly — start free