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Customize your Insightly and Workday REST 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
Workday REST
- New workerNew worker in Workday
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
Workday REST
- Custom actionCustom action in Workday REST (Custom)
- Create a job changeCreate job change for a worker in Workday
- Get inbox task(s) BatchGet inbox task(s) in Workday
- Get worker by IDGet worker in Workday
- Search workers BatchSearch workers in Workday
- Approve/reject an inbox taskApprove/reject inbox task in Workday
Any other action you can think up
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