Insightly and SFTP integrations and automations

Seamlessly connect Insightly and SFTP. 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

SFTP
  • New/updated CSV file in directory Batch
    New/updated CSV file in directory on SFTP server
  • New/updated file in directory
    New/updated file in directory on SFTP server

    • 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

SFTP
  • List folder Batch
    List folder in SFTP server
  • Create folder
    Create folder in SFTP server
  • Delete file
    Delete file in SFTP server
  • Delete folder
    Delete folder in SFTP server
  • Rename/move file
    Rename/move file in SFTP server
  • Search files/folders Batch
    Search files or folders in SFTP server
  • Get file information
    Get file information from SFTP server
  • Download file
    Download file from SFTP server
  • Upload file
    Upload file to SFTP server

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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