SAP Concur and Insightly integrations and automations

Seamlessly connect SAP Concur 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

SAP Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in SAP Concur
  • New or updated user
    New or updated user in SAP Concur
  • New or updated expense report
    New or updated expense report in Concur

    • 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…

SAP Concur
  • Custom action
    Custom action in SAP Concur (Custom)
  • Upload receipt image
    Upload receipt image in SAP Concur
  • Create list item
    Create list item in SAP Concur
  • Create user
    Create user in SAP Concur
  • Create users Batch
    Create users in SAP Concur
  • Create vendors Batch
    Create vendors in SAP Concur
  • Delete list item
    Delete list item in SAP Concur
  • Retrieve children of list item
    Retrieve children of list item in SAP Concur
  • Get all lists Batch
    Get all lists in SAP Concur
  • Search users Batch
    Search users in SAP Concur
  • Get attendee types Batch
    Get attendee types for a user in SAP Concur
  • Get entry image URL
    Get entry image URL in SAP Concur
  • Get expense group configuration Batch
    Get expense group configuration for a user in SAP Concur
  • Get itemizations of specific expense
    Get itemizations of specific expense in SAP Concur
  • Get expense report details
    Get expense report details by report ID in SAP Concur
  • Get expense types Batch
    Get expense types for a user in SAP Concur
  • Get all list item Batch
    Retrieve first level list item in SAP Concur
  • Get invoice details
    Get invoice by ID in SAP Concur
  • Get payment types Batch
    Get payment types for a user in SAP Concur
  • Get user
    Get user profile in SAP Concur
  • Get user provisioning status details
    Get user provisioning status details in SAP Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in SAP Concur
  • Search expense reports Batch
    Search expense reports in SAP Concur
  • Search vendors Batch
    Search vendors in SAP Concur
  • Update user
    Update user in SAP Concur
  • Update users Batch
    Update users in SAP Concur
  • Update vendors Batch
    Update vendors in SAP Concur

    • 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