Coupa and Insightly integrations and automations

Do everything in one place

Customize your Coupa and Insightly integration with the following triggers and actions.

Triggers

When this happens…

Coupa
  • New or updated object
    New or updated object in Coupa

    • 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…

Coupa
  • Custom action
    Custom action in Coupa (Custom)
  • Cancel purchase order
    Cancel purchase order in Coupa
  • Close purchase order
    Close purchase order in Coupa
  • Add file attachment to object
    Add a file attachment in Coupa
  • Create object
    Create object in Coupa
  • Get object by ID
    Get object by ID in Coupa
  • Get remit to addresses by object ID
    Get remit to addresses by object ID in Coupa
  • Get supplier sites by supplier
    Get supplier sites by supplier ID in Coupa
  • Grant approval
    Grant approval in Coupa
  • Reject approval
    Reject approval in Coupa
  • Search objects
    Search objects in Coupa
  • Set integration run status
    Set integration run status in Coupa
  • Update object
    Update object in Coupa

    • Any other action you can think up

  • Show all 13
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
    Search contacts in Insightly
  • Search pipelines
    Search pipelines in Insightly
  • Search users
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly

    • Any other action you can think up

  • Show all 12

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