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Customize your Insightly and Lever 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
Lever
- New event Real-timeNew event of object in Lever
- New/updated recordNew/updated record in Lever
- New recordNew record in Lever
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
Lever
- Custom actionCustom action in (Custom)
- Add field to opportunityAdd field to opportunity in Lever
- Apply to a postingApply to a posting in Lever
- Create recordCreate record in Lever
- Deactivate userDeactivate a user in Lever
- Delete recordDelete record in Lever
- Download fileDownload record in Lever
- Get recordGet record in Lever
- Reactivate userReactivate a user in Lever
- Remove field from opportunityRemove field from opportunity in Lever
- Search recordsSearch records in Lever
- Update recordUpdate record in Lever
- Upload fileUpload record in Lever
Any other action you can think up
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