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Business productivity ⇄ CRM

Asana to Insightly integration — real-time, two-way sync

Keep Asana and Insightly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Asana and Insightly

Sync what happens in Asana with the customer records in Insightly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Asana holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Users, Portfolios, Tags, Teams / Workspaces in Asana to Leads, Opportunities, Projects, Tasks in Insightly with bi-directional, real-time sync. Activity and record changes in Asana update the matching contact or account in Insightly, and CRM data flows the other way wherever Asana can store and use it.

Common use cases

  • 01 Push support tickets or intake requests from an operational database into Asana Tasks, then read completion and status Custom fields back when work finishes.
  • 02 Sync Stories and completion changes from Asana into a database so downstream dashboards and tools react to project progress in near real time.
  • 03 Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • 04 Two-way sync of Insightly contacts and organizations with a marketing automation platform

Common sync patterns

Where Asana supplies contact or company data

Enriched fields land directly on records in Insightly, and refreshes keep them from going stale.

Where Asana can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Insightly sync into Asana, so people working there have the context without switching tools.

Where Asana handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Insightly, so sales sees open issues before the next call.

What you can sync between Asana and Insightly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Asana objects Insightly objects How this pairing syncs
Tasks The primary unit of work and main record; created, updated, completed, and deleted via REST and synced two-way. Subtasks are Tasks with a parent reference. Tasks Activity records keep follow-ups consistent across systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Projects Collections of Tasks with a layout (list, board, timeline, calendar); each project maps to a synced table scope and its custom fields define the mapping. Projects Delivery records created from won opportunities sync with PSA and task tools. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Custom fields Typed fields (text, number, enum, multi-enum, date, people) defined at project or workspace level; mapped to database columns, with enum values written by option GID. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Sections Ordered groupings of Tasks within a project; synced as a grouping attribute or category field on the row. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Sections is specific to Asana and Opportunities to Insightly — each maps to any object or custom field on the other side.
Stories Comments and activity entries on a Task; read out for history and reporting or written back as comments. Events Calendar items sync for a complete activity timeline. Stories is specific to Asana and Events to Insightly — each maps to any object or custom field on the other side.
Users Members of a workspace or organization referenced by assignee and follower fields; read to resolve GIDs to names and emails. Notes Free-text context attaches to synced records for downstream visibility. Users is specific to Asana and Notes to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Asana and Insightly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Asana Insightly Sub-second propagation

DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.

DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.

Insightly Asana Interval-based propagation

DetectionStacksync polls Insightly for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record updated-date fields.

DeliveryEach detected change is written to Asana through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Asana ⇄ Insightly

Connect Asana and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Asana–Insightly connection.

Real-time

Two-way sync

Changes in Asana or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Asana or Insightly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Asana or Insightly record.

Observability

Monitoring

Track your Asana ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Asana and Insightly.

How the Asana and Insightly connectors work

Asana

Integration surface
REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
Authentication
OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
Change detection
Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
Capabilities
read · write · webhooks
Rate limits
Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.

Insightly

Integration surface
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Capabilities
read · write
Rate limits
Daily API request caps vary by Insightly plan
How it works

How to connect Asana to Insightly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Asana and Insightly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Asana connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Asana and Insightly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Asana ⇄ Insightly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Asana Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Asana and Insightly integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 521 integrations available for Asana and Insightly.

Popular · 5 of 521
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