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Customize your Insightly and SQL Server 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
SQL Server
- New rowNew row in a table in SQL Server
- New rows BatchNew batch of rows in a table in SQL Server
- New rows via custom SQL BatchNew batch of rows via custom SQL in SQL Server
- Scheduled query BatchScheduled query using custom SQL in SQL Server
- New/updated rowNew/updated row in a table in SQL Server
- New/updated rows BatchNew/updated batch of rows in a table in SQL Server
- New/updated rows via custom SQL BatchNew/updated batch of rows via custom SQL in SQL Server
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
SQL Server
- Bulk load from an on-prem fileBulk load rows into a table in SQL Server from an on-prem file
- Delete rows BatchDelete rows in a table in SQL Server
- Execute stored procedure BatchExecute stored procedure in SQL Server
- Export query resultExport query result as a CSV file in SQL Server
- Insert rowInsert row in a table in SQL Server
- Insert rows BatchInsert batch of rows in a table in SQL Server
- Replicate schemaReplicate table schema in SQL Server
- Run custom SQL BatchRun custom SQL in SQL Server
- Run long query using custom SQLRun long query using custom SQL in SQL Server
- Select rows BatchSelect rows in a table in SQL Server
- Select rows using custom SQL BatchSelect rows using custom SQL in SQL Server
- Replicate rows BatchReplicate batch of rows to table in SQL Server
- Get table schemaGet table schema for SQL Server
- Update rowsUpdate rows in a table in SQL Server
- Update rows BatchUpdate batch of rows in a table in SQL Server
- Upsert rowUpsert row in a table in SQL Server
- Upsert rows BatchUpsert batch of rows in a table in SQL Server
Any other action you can think up
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