Insightly and Namely integrations and automations

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

Triggers

When this happens…

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

Namely

New event
New event in Namely
New employee profile
New employee profile in Namely
New/updated employee profile
New or updated employee profile in Namely

Any other trigger you can think up

Actions

Do this…

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 Batch
Search contacts in Insightly
Search pipelines Batch
Search pipelines in Insightly
Search users Batch
Search users in Insightly
Update contact
Update contact in Insightly
Update opportunity
Update opportunity in Insightly

Any other action you can think up

Namely

Custom action
Custom action in Namely (Custom)
Create status post
Post new status on Namely
Get employee profile details by ID
Get employee profile details in Namely
Post comment
Post comment in Namely
Search people profiles Batch
Search people profiles in Namely
Update people profile
Update people profile in Namely

Any other action you can think up

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