Kourtney Stuthard
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Kourtney Stuthard created a post, Insightly Office Closed Friday, November 20th
Just a heads up, the Insightly Customer Care team will be out of the office Friday, November 20th for a training event. We'll be back on Monday, November 23rd. As always, we highly encourage our co...
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Kourtney Stuthard created a post, November 2020
Check out Insightly's product updates for November 2020. You can see all of our updates on the What's New? page.
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Kourtney Stuthard created an article, November 2020
New Features Workflows - Individual Workflow Logs: For each workflow, Admins can now review logs of executed workflow runs for each individual workflow. Each workflow log displays the last 100 en...
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Kourtney Stuthard created an article, How to use Insightly's Zapier integration
Connecting Insightly to Zapier automates repetitive processes, such as creating and tracking new Contacts, assigning tasks to your team, creating calendar events, and more. This feature can be use...
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Kourtney Stuthard created a post, Customer Care team out of Office October 16th
Just a heads up, the Insightly Customer Care team will be out of the office Friday, October 16th for a training event. We'll be back on Monday, October 19th. As always, we highly encourage our comm...
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Kourtney Stuthard created a post, October 2020
Check out Insightly's product updates for October 2020. You can see all of our updates on the What's New? page.
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Kourtney Stuthard created an article, October 2020
Product Updates Form Handlers - reCAPTCHA: Form Handlers now support recCAPTCHA v3 to help prevent SPAM form submissions. Learn more. Zapier - API: Insightly's Zapier integration has been converte...
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Kourtney Stuthard created an article, How to clone Standard and Custom Object records
Insightly users can clone any of of their records. Cloning a record allows users to quickly duplicate a record, while keeping the original intact. For example, if two Contacts work for the same com...
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Kourtney Stuthard created an article, What happened to Insightly's Slack integration?
Question What happened to Insightly's Slack integration? Answer Insightly no longer provides an integration with Slack. The decision comes as a result of Microsoft’s overhaul of the Microsoft Bot F...
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Kourtney Stuthard created a post, Slack Integration Retirement
Insightly will no longer provide an integration with Slack. The decision comes as a result of Microsoft’s overhaul of the Microsoft Bot Framework, which we had used to build the connection. When In...
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