Do everything in one place
Customize your Insightly and Zoom integration with the following
triggers and actions.
Triggers
When this happens…
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
Any other trigger you can think up
Zoom
- New event Real-timeWebinar/Meeting/Cloud recording event in Zoom
Any other trigger you can think up
Actions
Do this…
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
Zoom
- Custom actionCustom action in Zoom (Custom)
- Add group members BatchAdd group member in Zoom
- Add registrantAdd registrants to meeting/webinar/cloud recording in Zoom
- Create groupCreate group in Zoom
- Create userCreate user in Zoom
- Delete objectDelete webinar/meeting/cloud recording/group in Zoom
- Delete usersDelete user in Zoom
- Download cloud recordingDownload cloud recording in Zoom
- Get object by IDGet webinar/meeting/cloud recording/group in Zoom
- Get registrants BatchGet registrants for meeting/webinar/cloud recording in Zoom
- Get userGet user in Zoom
- Get webinar attendees BatchGet attendees from webinar in Zoom
- Retrieve webinar results BatchGet results of Q&A/poll from webinar in Zoom
- List object BatchList objects in Zoom
- Schedule meeting or webinarSchedule meeting/webinar in Zoom
- Search object BatchSearch webinars/meetings/cloud recordings in Zoom
- Search users BatchSearch users in Zoom
- Update objectUpdate webinars/meetings/cloud recordings/groups in Zoom
- Update registrant statusApprove/Cancel/Deny registrants for webinars/meetings/cloud recordings in Zoom
- Update userUpdate user in Zoom
Any other action you can think up
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