Insightly

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Create Record

Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)

Delete Record

Delete a record by ID from a specified Insightly object

Find Records

Find records in a specified Insightly object

Get Record

Get a record by ID from a specified Insightly object

Update Record

Update an existing record's fields in a specified Insightly object