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Customize your Insightly and Tradeshift 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
Tradeshift
- Credit note readyCredit note ready to process in Tradeshift
- Invoice readyInvoice ready to process in Tradeshift
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
Tradeshift
- Custom actionCustom action in Tradeshift (Custom)
- Create chart of accountsCreate a code in Tradeshift
- Create Credit noteCreate Credit note in Tradeshift
- Create external connectionCreate external connection in Tradeshift
- Create InvoiceCreate Invoice in Tradeshift
- Delete chart of accountsDelete a chart of accounts in Tradeshift
- Get current account infoGet current account info in Tradeshift
- Search connections BatchSearch a connection in Tradeshift
- Tag documentTag a document in Tradeshift
- Untag documentUntag a document in Tradeshift
- Update connection propertiesUpdate connection properties in Tradeshift
Any other action you can think up
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