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Customize your EdCast and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
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…
EdCast
- Add Learning goals to the userAdd a Learning goal to the user in Edcast LXP
- Add a Member to a GroupAdd a member to a group in EdCast LXP
- Assign manager to userAssign manager to user by User External ID or User Email ID.
- Create a GroupCreate a group in EdCast LXP
- Create User BadgeCreate badge for a user in EdCast LXP
- Create User SkillCreate Skill for a user in EdCast LXP
- Create User RecordsCreate users records in EdCast LXP (maximum batches of 10)
- Custom actionCustom action in EdCast LXP
- Delete user skillDelete User Skill from Edcast LXP
- Get list of usersGet list of users in EdCast LXP
- Get GroupsGet groups in EdCast LXP
- Get user by IDGet a user record in EdCast LXP
- Get User Skill CredentialsGet Skill credential for a user in EdCast LXP
- Get Users GroupsReturns the user's group(s) from EdCast LXP
- Remove Learning goals to the userRemove a Learning goal of the user in Edcast LXP
- Remove a Member From a GroupRemove a Member from a Group in EdCast LXP
- Unassign manager from userUnassign manager from user by User External ID or User Email ID
- Update a GroupUpdate a group in EdCast LXP
- Update User Record by IDUpdate a user record in EdCast LXP
- Update User StatusUpdate a user's status in EdCast LXP
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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