Insightly Workflow Automation Not Triggering
Quick answer
Insightly workflows fail to fire when the workflow is off, the trigger conditions do not match exactly, or the record changes by bulk edit. Check the activity log first.
Most likely fix: Check status and plan
How to fix it
Try these in order — the most common fix is first.
1. Check status and plan
- Open Workflow Automation and confirm the rule is active
- Confirm your plan includes workflow automation
Did this fix it?2. Test the conditions
- Open a record that should match
- Compare each condition with the exact field values
- Edit one record to trigger it again
Did this fix it?3. Check connected tools
- If Zapier or AppConnect is involved, reconnect the account and re-enable the zap
Did this fix it?
Symptoms
Expected tasks, emails or field updates never happen.
Why it happens
- Workflow paused or not published
- Trigger criteria mismatch
- Plan does not include workflow automation (Professional and up)
- Bulk edits or integration changes cause unexpected runs
This guide also covers
- insightly workflow not triggering
- insightly automation not working
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