Insightly and Me Learning integrations and automations

Seamlessly connect Insightly and Me Learning. 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

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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

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

Me Learning
  • Assign Group to a User
    Assigns defined user to user group.
  • Create Organisation Units
    Creates a new organisational unit. To create a top-level unit, leave the 'parentld' field empty.
  • Create User Groups
    Creates a new user group.
  • Delete User Group by ID
    Deletes a user group.
  • Delete a Organisation Unit
    Delete the specified organisational unit along with all its child units.
  • Get User Group by ID
    Retrieves details of a user group.
  • Get Custom Fields
    Lists all custom fields in the workspace.
  • Get a Organisation Unit
    Returns the specified organisational unit along with all its child units.
  • Get Organisation Units
    Returns the complete structure of organisational units within a workspace.
  • get User Groups
    get user groups.
  • Get Users
    Returns the list of users within a workspace.
  • Change Parent of a Organisation Unit
    Moves an organisational unit to a new parent unit..
  • Remove User from a Group
    Removes user from the group.
  • Update a User Group
    Updates the name of a selected existing User Group.
  • Update a Organisation Unit
    Updates the name of a selected existing organisational unit.

    • Any other action you can think up

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