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Customize your Insightly and Trello 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
Trello
- New cardNew card in Trello
- New or updated card Real-timeNew or updated card in Trello
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
Trello
- Custom actionCustom action in Trello (Custom)
- Add color to cardAdd color to card in Trello
- Create boardCreate board in Trello
- Create cardCreate card in Trello
- Add comment to cardAdd comment to card in Trello
- Create listCreate list in Trello
- Move card between boardsMove card between boards in Trello
- Move card within a boardMove card within a board in Trello
- Search boards BatchSearch boards in Trello
- Search cards BatchSearch cards in Trello
Any other action you can think up
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