Insightly and Microsoft Word integrations and automations

Seamlessly connect Insightly and Microsoft Word. 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

Microsoft Word
  • Custom action
    Custom action in Microsoft Word (Custom)
  • Accept tracked change
    Accept tracked change in Microsoft Word
  • Add comment
    Add comment in Microsoft Word
  • Create document
    Create document in Microsoft Word
  • Download document
    Download document in Microsoft Word
  • Get document content
    Get document content in Microsoft Word
  • Get document info
    Get document info in Microsoft Word
  • List comments Batch
    List comments in Microsoft Word
  • List tracked changes Batch
    List tracked changes in Microsoft Word
  • Reject tracked change
    Reject tracked change in Microsoft Word
  • Reopen comment
    Reopen comment in Microsoft Word
  • Reply to comment
    Reply to comment in Microsoft Word
  • Resolve comment
    Resolve comment in Microsoft Word
  • Update document
    Update document content in Microsoft Word

    • Any other action you can think up

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