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Customize your Coupa and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
Coupa
- New or updated objectNew or updated object in Coupa
Any other trigger you can think up
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
Any other trigger you can think up
Actions
Do this…
Coupa
- Custom actionCustom action in Coupa (Custom)
- Cancel purchase orderCancel purchase order in Coupa
- Close purchase orderClose purchase order in Coupa
- Add file attachment to objectAdd a file attachment in Coupa
- Create objectCreate object in Coupa
- Get object by IDGet objects by ID in Coupa
- Get remit to addresses by object IDGet remit to addresses by object ID in Coupa
- Get supplier sites by supplierGet supplier sites by supplier ID in Coupa
- Grant approvalGrant approval in Coupa
- Reject approvalReject approval in Coupa
- Search objects BatchSearch objects in Coupa
- Set integration run statusSet integration run status in Coupa
- Update objectUpdate object in Coupa
Any other action you can think up
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
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