Do everything in one place
Customize your Insightly and Priority Software 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
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
Priority Software
- Search records using OData querySearch for records using OData query in Priority Software
- Batch create record BatchCreate records in batches in Priority Software
- Batch update record BatchUpdate records in batches in Priority Software
- Create recordCreate record in Priority Software
- Create relative entityCreate relative entity of entity in Priority Software
- Custom actionCustom action in Priority Software
- Delete recordDelete record in Priority Software
- Download fileDownload file from Priority Software
- Get relative entity detailsGet relative entity of object in Priority Software
- Get record details by IDGet details of specific record in Priority Software
- Search recordsSearch records in Priority Software
- Update recordUpdate record in Priority Software
- Update relative entityUpdate relative entity of entity in Priority Software
- Upload fileUpload file to Priority Software
Any other action you can think up
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