Complete EDI Solutions and Insightly integrations and automations

Do everything in one place

Customize your Complete EDI Solutions and Insightly integration with the following triggers and actions.

Triggers

When this happens…

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…

Complete EDI Solutions
  • Parse EDI Document
    Parse EDI Document into container for EDI Data in Complete EDI
  • Create EDI Document from JSON
    Create EDI document from JSON in Complete EDI
  • Create EDI Document From XML
    Create EDI Document From XML in Complete EDI
  • Create JSON Document From EDI
    Create JSON formatted EDI Document from raw EDI data in Complete EDI
  • Process EDI File
    Send Raw EDI File to Complete EDI for processing into JSON
  • Download Processed EDI File
    Download JSON formatted EDI Document from Complete EDI server
  • Create EDI Acknowledgement
    Create an EDI acknowledgment from EDI input in Complete EDI
  • Split Raw EDI Document
    Split Raw EDI Document into individual EDI transactions in Complete EDI
  • Send JSON File Via SFTP
    Translate a JSON File to Raw EDI and send via SFTP in Complete EDI

    • 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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