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Customize your FTP/FTPS and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
FTP/FTPS
- New CSV file BatchNew CSV file added in directory on FTP/FTPS server
- New/updated file in directoryNew/updated file in directory on FTP/FTPS server
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…
FTP/FTPS
- Download fileDownload file contents from FTP/FTPS server
- List files and directories BatchList files and directories from FTP/FTPS server
- Remove fileRemove file from FTP/FTPS server
- Rename fileRename a file on FTP/FTPS server
- Get file informationGet information about file via its exact file path on FTP-S server
- Download large fileDownload large file contents from FTP/FTPS server
- Upload fileUpload a file to FTP/FTPS server
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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