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Customize your Insightly and SafetyCulture 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
SafetyCulture
- Action events Real-timeTrigger for Action events
- Inspection events (Deprecated) Real-timeTrigger for Inspection events (Deprecated)
- Inspection events Real-timeTrigger for Inspection events
- Issue events Real-timeTrigger for Issue events
- Media events Real-timeTrigger for Media events
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
SafetyCulture
- ActionsInteract with Actions in SafetyCulture
- AssetsInteract with Assets in SafetyCulture
- Data FeedsInteract with Data Feeds in SafetyCulture
- Directory (Sites)Interact with Directory (Sites) in SafetyCulture
- Heads UpInteract with Heads Up in SafetyCulture
- InspectionsInteract with Inspections in SafetyCulture
- IntegrationsInteract with Integrations in SafetyCulture
- IssuesInteract with Issues in SafetyCulture
- MediaInteract with Media in SafetyCulture
- Response SetsInteract with Response Sets in SafetyCulture
- SchedulesInteract with Schedules in SafetyCulture
- SensorsInteract with Sensors in SafetyCulture
- TemplatesInteract with Templates in SafetyCulture
- Users & GroupsInteract with Users & Groups in SafetyCulture
- Custom ActionCustom action in SafetyCulture
Any other action you can think up
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