Evisort and Insightly integrations and automations

Seamlessly connect Evisort 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…

Evisort
  • New/updated Document
    New/updated record in Evisort

    • 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…

Evisort
  • Custom action
    Custom action in Evisort (Custom)
  • Advanced search documents
    Retrieves a list of documents, as specified by the search query
  • Create record
    Create record in Evisort
  • Delete record
    Delete a specific record in Evisort
  • Download document
    Download a specific document via its Evisort ID in Evisort
  • Get record by ID
    Retrieves a specific record in Evisort via its ID
  • Import process errors results spreadsheets
    Import process errors results spreadsheets for user in Evisort.
  • Import summary errors results spreadsheets
    Import summary errors results spreadsheets for user in Evisort.
  • Move ticket to completed stage
    Move a specific ticket to completed stage via its ID in Evisort.
  • Move ticket to next stage
    Move a specific ticket to next stage via its ID in Evisort.
  • Search records
    Retrieves a list of record in Evisort
  • Update record
    Update record in Evisort
  • Upload document
    Upload a specific document in Evisort.
  • Get user export
    Retrieve user exports in Evisort

    • 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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