Memberstack and Insightly Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically add new Memberstack members to Insightly as contacts or leads, enhancing your CRM data and streamlining marketing follow-ups. Latenode's visual editor and affordable execution-based pricing make this automation accessible and scalable, even with custom JavaScript logic.

Swap Apps

Memberstack

Insightly

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Memberstack and Insightly

Create a New Scenario to Connect Memberstack and Insightly

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Memberstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Memberstack or Insightly will be your first step. To do this, click "Choose an app," find Memberstack or Insightly, and select the appropriate trigger to start the scenario.

Add the Memberstack Node

Select the Memberstack node from the app selection panel on the right.

+
1

Memberstack

Configure the Memberstack

Click on the Memberstack node to configure it. You can modify the Memberstack URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Memberstack

Node type

#1 Memberstack

/

Name

Untitled

Connection *

Select

Map

Connect Memberstack

Sign In
⏵

Run node once

Add the Insightly Node

Next, click the plus (+) icon on the Memberstack node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.

1

Memberstack

âš™

+
2

Insightly

Authenticate Insightly

Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.

1

Memberstack

âš™

+
2

Insightly

Node type

#2 Insightly

/

Name

Untitled

Connection *

Select

Map

Connect Insightly

Sign In
⏵

Run node once

Configure the Memberstack and Insightly Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Memberstack

âš™

+
2

Insightly

Node type

#2 Insightly

/

Name

Untitled

Connection *

Select

Map

Connect Insightly

Insightly Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏵

Run node once

Set Up the Memberstack and Insightly Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

âš™

6

AI Anthropic Claude 3

âš™

+
7

Insightly

1

Trigger on Webhook

âš™

2

Memberstack

âš™

âš™

3

Iterator

âš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Memberstack, Insightly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Memberstack and Insightly integration works as expected. Depending on your setup, data should flow between Memberstack and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Memberstack and Insightly

Memberstack + Insightly + Slack: When a new member signs up in Memberstack, a new contact is created in Insightly, and the sales team is notified in a Slack channel.

Insightly + Memberstack + Mailchimp: When a deal is updated in Insightly, find a member in Memberstack using the contact's email, and then add that member to a welcome email sequence tag in Mailchimp.

Memberstack and Insightly integration alternatives

About Memberstack

Automate Memberstack user management with Latenode. Create workflows to onboard/offboard users based on triggers in other apps. Use webhooks to sync data, grant access, or update profiles. Connect Memberstack to CRMs, email tools, or databases for automated membership lifecycle management—all visually, without code, and at scale.

About Insightly

Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.

Related categories

See how Latenode works

FAQ Memberstack and Insightly

How can I connect my Memberstack account to Insightly using Latenode?

To connect your Memberstack account to Insightly on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Memberstack and click on "Connect".
  • Authenticate your Memberstack and Insightly accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Insightly contacts from new Memberstack signups?

Yes, you can! Latenode's visual editor makes it easy. Automatically create Insightly contacts for each new Memberstack signup, ensuring your CRM is always up-to-date.

What types of tasks can I perform by integrating Memberstack with Insightly?

Integrating Memberstack with Insightly allows you to perform various tasks, including:

  • Create new Insightly contacts from Memberstack member data.
  • Update Insightly contact details based on Memberstack profile changes.
  • Add new Memberstack members to specific Insightly marketing lists.
  • Trigger Insightly tasks or projects upon specific Memberstack events.
  • Sync membership data between Memberstack and Insightly custom objects.

How scalable are Memberstack automations on Latenode?

Latenode scales with your business, handling increased Memberstack data volumes without performance bottlenecks. Easily process thousands of events daily.

Are there any limitations to the Memberstack and Insightly integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Real-time synchronization depends on the API rate limits of both platforms.
  • Historical data migration requires a separate initial setup.

Try now