Do everything in one place
Customize your Insightly and ServiceNow 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
ServiceNow
- New recordNew record in a table in ServiceNow
- New record Real-timeNew record in a table in ServiceNow
- New record BatchNew record in a table in ServiceNow
- New/updated record BatchNew/updated record in a table in ServiceNow
- Export new recordsExport new records in a table in ServiceNow
- Export new/updated recordsExport new/updated records in a table in ServiceNow
- Scheduled record search BatchScheduled record search using query in ServiceNow
- New/updated recordNew/updated record in a table in ServiceNow
- New/updated record Real-timeNew/updated record in a table in ServiceNow
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
ServiceNow
- Custom actionCustom action in ServiceNow (Custom)
- Create recordCreate record in a table in ServiceNow
- Create record using a templateCreate record in a table using a template in ServiceNow
- Get attachment contentsGet attachment contents in ServiceNow
- Get object schemaGet object schema from ServiceNow
- Search records BatchSearch for records in a table in ServiceNow
- Search records using query BatchSearch for records using query in a table in ServiceNow
- Update recordUpdate record in a table in ServiceNow
- Update record using a templateUpdate record in a table using a template in ServiceNow
- Upload attachmentUpload attachment in ServiceNow
Any other action you can think up
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