Do everything in one place
Customize your Insightly and RecipeOps by Workato 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
RecipeOps by Workato
- Usage threshold reached Real-timeTriggers when usage thresholds are reached in 10% intervals
- API concurrency threshold exceeded Real-timeAPI concurrency threshold exceeded in workspace
- On-prem agent disconnected Real-timeOn-prem agent disconnected
- Job failed Real-timeReceive notification when a job fails in specified recipes
- Member invitation accepted Real-timeReceive notification when an invitation is accepted
- Package deployed Real-timeReceive notification when a package is deployed
- Recipe started Real-timeReceive notification when a recipe is started
- Recipe stopped by user Real-timeReceive notification when a recipe is stopped by a user
- Account connected Real-timeReceive notification when an app is connected
- Account disconnected Real-timeReceive notification when an app is disconnected
- Account credentials refresh failed Real-timeReceive notification when an App fails to refresh its access credentials
- Recipe stopped by Workato Real-timeReceive notification when a recipe is stopped due to errors
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
RecipeOps by Workato
- Get recipe detailsGet recipe details of specified recipe
- Search job history BatchSearch job history of specified recipe
- Rerun jobs BatchRerun specified jobs
- List connections BatchList connections
- List recipes BatchList all recipes
- Search recipes BatchSearch recipes
- Start recipeStart an inactive recipe
- Stop recipeStop an active recipe
- Get account detailsGet account details
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work