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Customize your Insightly and Pivotal Tracker 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
Pivotal Tracker
- New or updated storyNew or updated story in Pivotal Tracker
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
Pivotal Tracker
- Custom actionCustom action in Pivotal Tracker (Custom)
- Create commentCreate comment in Pivotal Tracker
- Create storyCreate story in Pivotal Tracker
- Create taskCreate task in Pivotal Tracker
- Delete storyDelete story in Pivotal Tracker
- Get story by IDGet story by ID in Pivotal Tracker
- Get task by IDGet task by ID in Pivotal Tracker
- List tasks in a story BatchList task in story in Pivotal Tracker
- Update storyUpdate story in Pivotal Tracker
- Update taskUpdate task in Pivotal Tracker
Any other action you can think up
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