EIDO and Insightly integrations and automations

Seamlessly connect EIDO 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…

EIDO
  • New Patient
    New pateint in EIDO

    • 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…

EIDO
  • Get document
    Get document in EIDO
  • Get all documents a for patient
    Get all documents a for patient in EIDO
  • Get all licenced procedures
    Get all licenced procedures in EIDO
  • Get the session information
    Get the session information in EIDO
  • Get the session reports
    Get the session reports in EIDO
  • Get Patient List
    Get Patient List in EIDO
  • Get Patient
    Get Patient in EIDO
  • Get all procedures
    Get all procedures in EIDO
  • Get all sessions for a patient
    Get all sessions for a patient in EIDO
  • Get all patient settings
    Get all patient settings in EIDO
  • Get all session settings
    Get all session settings in EIDO
  • Send an Article to a Patient
    Send an Article to a Patient in EIDO
  • Create a Patient
    Create a Patient in EIDO
  • Search for a Patient
    Search for a Patient in EIDO
  • Update Patient Details
    Update Patient Details in EIDO

    • 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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