Insightly and Process Street integrations and automations

Seamlessly connect Insightly and Process Street. 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

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

Process Street
  • Assign to a task
    Assign to a task in Process street public API
  • Create a data set record
    Create a data set record in Process street public API
  • Delete a Webhook
    Delete a Webhook in Process street public API
  • Create a Webhook
    Create a Webhook in Process street public API
  • Create a workflow run
    Create a workflow run in Process street public API
  • Delete a data set record
    Delete a data set record in Process street public API
  • Delete a workflow run
    Delete a workflow run in Process street public API
  • Get a data set record
    Get a data set record in Process street public API
  • Get a task
    Get a task in Process street public API
  • Get a workflow run
    Get a workflow run in Process street public API
  • List all approvals
    List all approvals in Process street public API
  • List data set records
    List data set records in Process street public API
  • List data sets
    List data sets in Process street public API
  • List all form field values
    List all form field values in Process street public API
  • List all form field values in a task
    List all form field values in a task in Process street public API
  • List all task assignees
    List all task assignees in Process street public API
  • List all tasks
    List all tasks in Process street public API
  • Find workflow runs
    Find workflow runs in Process street public API
  • Unassign from a task
    Unassign from a task in Process street public API
  • Undelete a workflow run
    Undelete a workflow run in Process street public API
  • Update a data set record
    Update a data set record in Process street public API
  • Update multiple form field values
    Update multiple form field values in Process street public API
  • Update a task
    Update a task in Process street public API
  • Update a workflow run
    Update a workflow run in Process street public API

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation