DuoCircle and Insightly integrations and automations

Seamlessly connect DuoCircle 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

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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…

DuoCircle
  • Remove a Delegated Service Access account
    Remove a Delegated Service Access account in Duo circle customer API
  • Delete destination email service action.
    Delete destination email service action. in Duo circle customer API
  • Delete filter rule.
    Delete filter rule. in Duo circle customer API
  • Delete service's Recipients action.
    Delete service's Recipients action. in Duo circle customer API
  • Delete service's user's alias.
    Delete service's user's alias. in Duo circle customer API
  • Delete service's user's forward destination.
    Delete service's user's forward destination. in Duo circle customer API
  • Return account details.
    Return account details. in Duo circle customer API
  • Get a list of all Delegated Service Access accounts
    Get a list of all Delegated Service Access accounts in Duo circle customer API
  • Retrieve a Delegated Service Access account by username (email address)
    Retrieve a Delegated Service Access account by username (email address) in Duo circle customer API
  • Return services list.
    Return services list. in Duo circle customer API
  • Return service details.
    Return service details. in Duo circle customer API
  • Return service destinations list.
    Return service destinations list. in Duo circle customer API
  • Return service's filter list.
    Return service's filter list. in Duo circle customer API
  • Return service's filter detail by id.
    Return service's filter detail by id. in Duo circle customer API
  • Return service forward list.
    Return service forward list. in Duo circle customer API
  • Get recipient details.
    Get recipient details. in Duo circle customer API
  • Get a list of the user's aliases
    Get a list of the user's aliases in Duo circle customer API
  • Get service's user forward destination list.
    Get service's user forward destination list. in Duo circle customer API
  • Return service settings object.
    Return service settings object. in Duo circle customer API
  • Update recipient address
    Update recipient address in Duo circle customer API
  • Update service's user's forward destination status action.
    Update service's user's forward destination status action. in Duo circle customer API
  • Verify service's user's forward destination.
    Verify service's user's forward destination. in Duo circle customer API
  • Configure email service.
    Configure email service. in Duo circle customer API
  • Add a Delegated Service Access account
    Add a Delegated Service Access account in Duo circle customer API
  • Add destination email service action.
    Add destination email service action. in Duo circle customer API
  • Add service's filter rule.
    Add service's filter rule. in Duo circle customer API
  • Add service user action.
    Add service user action. in Duo circle customer API
  • Add service's user's alias.
    Add service's user's alias. in Duo circle customer API
  • Add service's user forward destination.
    Add service's user forward destination. in Duo circle customer API
  • Update a Delegated Service Access account
    Update a Delegated Service Access account in Duo circle customer API
  • Update service's filter rule.
    Update service's filter rule. in Duo circle customer API

    • 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

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