Trigger
Insightly and Square integration
Automate Insightly + Square workflows
Automate your customer relationship and payment workflows by connecting Insightly CRM with Square payments. Sync leads, manage transactions, and streamline sales processes in one unified automation platform.
Free plan availableNo credit cardDeploy in 5 min
Capabilities
Triggers & Actions
Every event and operation available when connecting Insightly and Square — from both apps.
Trigger
New Record
Trigger
Updated Field on Record
Trigger
Updated Record
Trigger
New Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
Connect Insightly
Authenticate Insightly in Latenode's Credentials panel. You'll need access to your Insightly account and permissions to create connections.
02
Connect Square
Add Square credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Insightly + Square automation
Choose a trigger and an action to build your workflow.
When this happens in Insightly...
...do this in Square
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Insightly and Square. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Insightly
Insightly is a powerful CRM and project management platform designed to help businesses manage their customer relationships and streamline project workflows. With features such as lead and contact management, project tracking, task assignments, and automation capabilities, Insightly enables teams to collaborate effectively while gaining actionable insights to drive growth. The integration also offers customizable dashboards and reporting tools, allowing users to visualize their data and make informed decisions.
Learn moreAbout Square
Square is a comprehensive payment processing platform designed for businesses of all sizes, offering tools to accept payments, manage inventory, and analyze sales data. With features like point-of-sale systems, online payments, and invoicing, Square streamlines transactions and enhances customer experiences. It also provides reporting and analytics to help entrepreneurs make informed decisions and grow their businesses. Whether in-store or online, Square simplifies the payment process and empowers businesses to succeed.
Learn moreStart automating Insightly + Square today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Get started freeFree plan · No credit card · 5-minute setup