Insightly and Workflow apps by Workato integrations and automations

Seamlessly connect Insightly and Workflow apps by Workato. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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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

Workflow apps by Workato
  • New component event Real-time
    New event from a component
  • New component event (Dropdown) Real-time
    New open or search event from a dropdown
  • New component event (Table widget) Real-time
    New load event from a table
  • New request Real-time
    New request in a workflow app
  • New/updated request Real-time
    New/updated request in a workflow app

    • 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

Workflow apps by Workato
  • Create request
    Create a new request in a workflow app
  • Return data to component
    Return data to component
  • Change workflow stage
    Change the workflow stage of a request in a workflow app
  • Complete workflow task programmatically
    Complete a task in a workflow app programmatically
  • Delete request
    Delete a request from a workflow app
  • Remove user
    Remove a user from workflow apps portal
  • Get user data Batch
    Get user data from workflow apps portal
  • Search requests Batch
    Search requests in a workflow app
  • Assign task to users
    Assign a task to users in a workflow app and wait until completed
  • Invite user
    Invite a user by email to workflow apps portal
  • List workflow stages
    List workflow stages in a workflow app
  • Get activity history Batch
    Get activity history for requests
  • Share request
    Share a request in a workflow app
  • Unshare request
    Unshare a request in a workflow app
  • Update request
    Update a request in a workflow app

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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