IActionInsightlyUpdated May 2026

How do I create an Insightly task?

Short answer: Drop the "Insightly → Create Insightly Task" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 6 Insightly actions

Inputs

The fields this action accepts.

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

Field	Type	Required	Description
Title TITLE	string	Required	—
Due Date DUE_DATE	string	Optional	YYYY-MM-DD
Priority PRIORITY	options	Optional	—
Status STATUS	options	Optional	—
Details DETAILS	string	Optional	—

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.

Google Sheets → Insightly

2 Google Sheets triggers

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. Tiny Command handles Insightly's rate limits automatically so you don't have to throttle manually.

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