Insightly and LawVu integrations and automations

Seamlessly connect Insightly and LawVu. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Insightly
  • New contact
    New contact in Insightly
  • New organisation
    New organisation in Insightly
  • Updated contact
    Updated contact in Insightly
  • Updated opportunity
    Updated opportunity in Insightly
  • Updated organisation
    Updated organisation in Insightly

    • Any other trigger you can think up

LawVu
  • Record created Real-time
    New record created in LawVu
  • Record updated Real-time
    record updated in LawVu

    • Any other trigger you can think up

Actions

Do this…

Insightly
  • Custom action
    Custom action in Insightly (Custom)
  • Add note to opportunity
    Add note to opportunity in Insightly
  • Create contact
    Create contact in Insightly
  • Create event
    Create event in Insightly
  • Create opportunity
    Create opportunity in Insightly
  • Create organisation
    Create organisation in Insightly
  • Get user by ID
    Get user by ID in Insightly
  • Search contacts Batch
    Search contacts in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly

    • Any other action you can think up

LawVu
  • Custom action
    Custom action in LawVu (Custom)
  • Create record
    Create record in LawVu
  • Create record (v2)
    Create record in LawVu
  • Get record
    Get record in LawVu
  • Get record (v2)
    Get record in LawVu
  • List records
    List record in LawVu
  • Update record
    Update record in LawVu
  • Upload file
    Upload a file to a record in LawVu

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation