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Customize your Gravity Forms and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
Gravity Forms
- New entryNew entry in Gravity Forms
- New entry in Gravity formNew entry in Gravity Forms
- New/updated entry in Gravity formNew/updated entry in Gravity Forms
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…
Gravity Forms
- Create entryCreate entry in Gravity Forms
- Custom actionCustom action in Gravity Forms
- Get entryGet entry by ID in Gravity Forms
- Get form by IDGet a form by ID in Gravity Forms
- List formsList all forms in Gravity Forms
- Search entriesSearch entries in Gravity Forms
- Update entryUpdate entry in Gravity Forms
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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