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Customize your Insightly and JDBC integration with the following triggers and actions.

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

JDBC
  • New row
    New row in a table in JDBC source
  • New rows Batch
    New batch of rows in a table in JDBC source
  • New rows via custom SQL Batch
    New batch of rows via custom SQL in JDBC source
  • Scheduled query Batch
    Scheduled query using custom SQL in JDBC source
  • New/updated rows via custom SQL Batch
    New/updated batch of rows via custom SQL in JDBC source
  • 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

JDBC
  • Export query result
    Export query result as a CSV file in JDBC source
  • Run custom SQL Batch
    Run custom SQL in JDBC source
  • Run long query using custom SQL
    Run long query using custom SQL in JDBC source
  • Select rows Batch
    Select rows in a table in JDBC source
  • Select rows using custom SQL Batch
    Select rows using custom SQL in JDBC source
  • Any other action you can think up

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