Skip to content
CRM ⇄ Business productivity

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

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and Monday

Sync what happens in Monday 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 Monday 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 Updates, Users, Workspaces, Boards in Monday to Projects, Tasks, Events, Notes in Insightly with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Insightly, and CRM data flows the other way wherever Monday can store and use it.

Common use cases

  • 01 Push support tickets or orders from an operational database into monday.com Items, then read status Column values back when work completes.
  • 02 Sync Updates and status changes from monday.com into a database so downstream tools and dashboards 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 Monday supplies contact or company data

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

Where Monday can store CRM context: fields kept current

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

Where Monday 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 Insightly and Monday

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.

Insightly objects Monday objects How this pairing syncs
Products Product catalog entries support line-item syncing on opportunities and quotes. Updates Comment and activity threads attached to items; read out into a database for reporting or written back as notes. Products is specific to Insightly and Updates to Monday — each maps to any object or custom field on the other side.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. Custom Fields is specific to Insightly and Users to Monday — each maps to any object or custom field on the other side.
Contacts Person records sync with marketing and support tools to keep one contact list. Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Contacts is specific to Insightly and Workspaces to Monday — each maps to any object or custom field on the other side.
Organizations Company records map to accounts in ERPs and other CRMs. Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Organizations is specific to Insightly and Boards to Monday — each maps to any object or custom field on the other side.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Leads is specific to Insightly and Items to Monday — each maps to any object or custom field on the other side.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Subitems Nested rows under items, stored on a separate hidden board; synced as a child table linked to the parent item. Opportunities is specific to Insightly and Subitems to Monday — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Monday

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.

Insightly Monday 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 Monday through its API, with automatic retries and rate-limit backoff.

Monday Insightly Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

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

Rate-limit considerations

  • Insightly: Daily API request caps vary by Insightly plan.
  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
What ships with Insightly ⇄ Monday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Monday 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 Insightly or Monday record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Insightly and Monday connectors work

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

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide
How it works

How to connect Insightly to Monday — 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 Insightly and Monday 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
    Insightly connected
    Monday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and Monday 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 · Insightly ⇄ Monday
    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
    Insightly Monday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Insightly and Monday 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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

Popular · 8 of 521
All Insightly integrations All Monday integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own