Casavi and Insightly integrations and automations

Seamlessly connect Casavi 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…

Casavi
  • New events Real-time
    New events in Casavi
  • New or updated trigger
    New or updated trigger in Casavi
  • New or updated trigger (Batch)
    New or updated trigger in Casavi (Batch)
  • New trigger
    New trigger in Casavi
  • New trigger (Batch)
    New trigger in Casavi (Batch)

    • Any other trigger you can think up

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…

Casavi
  • Create record
    Create record in Casavi
  • Custom action
    Custom action in Casavi
  • Delete record
    Delete record in Casavi
  • Execute operation
    Execute operation in Casavi
  • Get record details by ID
    Get record details by ID in Casavi
  • Search records
    Search records in Casavi
  • Update record
    Update record in Casavi

    • Any other action you can think up

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

One platform

  • Power
  • Agility
  • Speed
  • Innovation