Insightly
Other3 triggers5 actions
Triggers
(3)New Record
Fires when a new record is created in Insightly (requires webhook setup)
Updated Record
Fires when an existing record is updated in Insightly (requires webhook setup)
Deleted Record
Fires when a record is deleted from Insightly
Actions
(5)Create Record
Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)
Update Record
Update an existing record's fields in a specified Insightly object
Get Record
Get a record by ID from a specified Insightly object
Delete Record
Delete a record by ID from a specified Insightly object
Find Records
Find records in a specified Insightly object
Example automation
Trigger
Event received
from Insightly
Action
Create Module Record
in Coherence
Ready to connect Insightly?
Start automating in minutes. No credit card required.