Insightly and Onboard integrations and automations

Seamlessly connect Insightly and Onboard. 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

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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

Onboard

New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Map Updated
Map Updated
New or Updated Map Task
Triggers when a Map Task is created or updated.
New Map
Triggers when a new Map is created.

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

Onboard

Create Customer
Creates a customer.
Create Map
Creates a Map.
Delete Customer
Delete Customer
Delete Map
Delete Map
Delete Map Task
Delete Map Task
List Customers
List of client customers.
Post Discussion Message
Posts a discussion a message in the given task.
Find Map Task
Find Map Tasks by Name.
Update Map
Update Map
Update Map Task
Update Map Task

Any other action you can think up

One platform

Power
Agility
Speed
Innovation