Do everything in one place
Customize your Insightly and Iterable 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
Iterable
- New event Real-timeNew System webhook event in Iterable
- New workflow event Real-timeNew workflow event in Iterable
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
Iterable
- Add subscribers to a listAdd Subscribers to a list in Iterable
- Update records in bulkBulk update records in Iterable
- Upsert records in bulkBulk upsert records in Iterable
- Create recordCreate record in Iterable
- Custom actionCustom action in Iterable
- Delete recordDelete record in Iterable
- Export dataExport Data in Iterable
- Get record detailsGet details of specific record in Iterable
- Search recordsSearch record in Iterable
- Send notificationSend object in Iterable
- Subscribe a userSubscribe a User to a group in Iterable
- Unsubscribe a userUnsubscribe a User to a group in Iterable
- Update recordUpdate record in Iterable
- Upsert recordUpsert record in Iterable
Any other action you can think up
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