Custom Connector Required*
Custom Connector Required*

CostX and Insightly integrations and automations

Seamlessly connect CostX and Insightly. 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

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

Actions

Do this…

Insightly
  • Custom action
    Custom action in Insightly (Custom)
  • Add contact link
    Add a link on a contact in Insightly
  • Add note to opportunity
    Add note to opportunity in Insightly
  • Add opportunity link
    Add a link on an opportunity in Insightly
  • Create contact
    Create contact in Insightly
  • Create event
    Create event in Insightly
  • Create lead
    Create lead in Insightly
  • Create opportunity
    Create opportunity in Insightly
  • Create organisation
    Create organisation in Insightly
  • Get contact
    Get contact by ID in Insightly
  • Get lead
    Get lead by ID in Insightly
  • Get opportunity
    Get opportunity by ID in Insightly
  • Get organisation
    Get organisation by ID in Insightly
  • Get user by ID
    Get user by ID in Insightly
  • List contacts Batch
    List contacts in Insightly
  • List leads Batch
    List leads in Insightly
  • List opportunities Batch
    List opportunities in Insightly
  • List organisations Batch
    List organisations in Insightly
  • List pipeline stages Batch
    List pipeline stages in Insightly
  • List users Batch
    List users in Insightly
  • Search contacts Batch
    Search contacts in Insightly
  • Search leads Batch
    Search leads in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update lead
    Update lead in Insightly
  • Update opportunity
    Update opportunity in Insightly
  • Update organisation
    Update organisation in Insightly

    • Any other action you can think up

One platform

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*Currently this app does not have a designated connector. Workato can connect with any 3rd party application with publicly available APIs.