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Customize your Insightly and Intercom integration with the following
triggers and actions.
Triggers
When this happens…
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
Intercom
- New company Real-timeNew company in Intercom
- New contactNew contact in Intercom
- New conversationNew conversation in Intercom
- New userNew user in Intercom
- Updated contactUpdated contact in Intercom
- Updated conversationUpdated conversation in Intercom
- Updated userUpdated user in Intercom
Any other trigger you can think up
Actions
Do this…
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
Intercom
- Custom actionCustom action in Intercom (Custom)
- Add conversation noteAdd conversation note in Intercom
- Archive users BatchArchive users in Intercom
- Get conversation by IDGet conversation by ID in Intercom
- Reply to conversation as userReply to a conversation in Intercom
- Search conversations by user BatchSearch conversations by user in Intercom
- Search notes by user BatchSearch notes by user in Intercom
- Search segments by user BatchSearch segments by user in Intercom
- Search tags by user BatchSearch tags by user in Intercom
- Search userSearch user in Intercom
- Update userUpdate user in Intercom
- Create/update users BatchInsert/update users in Intercom
Any other action you can think up
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