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Customize your Insightly and Workable 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
Workable
- New Candidate Event Real-timeNew Candidate Event in Workable
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
Workable
- Get Workable candidatesReturns a collection of the job's candidates
- Get Workable jobsReturns a collection of your account jobs
- Get Workable MembersReturns a collection of your account members
- Get candidate offerReturns the offer related data of the given candidate
- Get Workable RecruitersReturns a collection of your account external recruiters
- Get Workable requisitionsReturns a collection of your account requisitions
- Get Workable pipeline stagesReturns a collection of your recruitment pipeline stages
Any other action you can think up
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