Do everything in one place
Customize your HiBob and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
HiBob
- New event Real-timeNew event in HiBob
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…
HiBob
- Create recordCreate record in HiBob
- Custom actionCustom action in HiBob
- Delete recordDelete record in HiBob
- Download reportDownload Report in HiBob
- Download report (Async)Download Report (Async) in HiBob
- Get record detailsGet record in HiBob
- Invite an employeeInvite an employee in HiBob
- Make a task completeMake a task complete in HiBob
- Revoke access for employeeRevoke Access for employee in HiBob
- Search recordsSearch records in HiBob
- Update recordUpdate record in HiBob
- Upload documentUpload Document in HiBob
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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