Insightly and Microsoft Graph Api integrations and automations

Seamlessly connect Insightly and Microsoft Graph Api. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Insightly
  • New contact
    New contact in Insightly
  • New organisation
    New organisation in Insightly
  • Updated contact
    Updated contact in Insightly
  • Updated opportunity
    Updated opportunity in Insightly
  • Updated organisation
    Updated organisation in Insightly

    • Any other trigger you can think up

Microsoft Graph Api
  • New or updated file/folder Batch
    New or updated file or folder in Microsoft Graph API
  • New email Real-time
    New email in Microsoft Graph API
  • New mail message
    New mail message in mail message Microsoft Graph API
  • New presence Real-time
    New presence change in Microsoft Graph API
  • New recording
    New recording in Microsoft Graph API
  • New rich presence Real-time
    New rich presence change in Microsoft Graph API
  • New row in sheet
    New row in Microsoft Office 365 Excel sheet
  • New transcript
    New transcript in Microsoft Graph API

    • Any other trigger you can think up

Actions

Do this…

Insightly
  • Custom action
    Custom action in Insightly (Custom)
  • Add note to opportunity
    Add note to opportunity in Insightly
  • Create contact
    Create contact in Insightly
  • Create event
    Create event in Insightly
  • Create opportunity
    Create opportunity in Insightly
  • Create organisation
    Create organisation in Insightly
  • Get user by ID
    Get user by ID in Insightly
  • Search contacts Batch
    Search contacts in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly

    • Any other action you can think up

Microsoft Graph Api
  • Custom action
    Custom action in Microsoft Graph API (Custom)
  • Create record
    Create record using Microsoft Graph API
  • Delete record
    Delete record using Microsoft Graph API
  • Download file
    Download file using Microsoft Graph API
  • Get record
    Get record using Microsoft Graph API
  • Move mail message
    Move mail message in Microsoft Graph API
  • Search records
    Search record using Microsoft Graph API
  • Send mail message
    Send mail message in Microsoft Graph API
  • Update record
    Update record using Microsoft Graph API
  • Upload file
    Upload file using Microsoft Graph API

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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