Do everything in one place
Customize your Insightly and Okta 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
Okta
- New eventsTriggers when a new event is created in Okta
- New events Real-timeTriggers immediately when a new event is created in Okta
- Scheduled event search using filter BatchScheduled event search using filter in Okta
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
Okta
- Custom actionCustom action in Okta (Custom)
- Activate userActivate user in Okta
- Add user to groupAdds an existing user to a group in Okta
- Create userCreate user in Okta
- Deactivate userDeactivate user in Okta
- Delete userDelete user in Okta
- Expire an existing user passwordExpire an existing user’s password in Okta
- Get group members BatchRetrieves the list of members of a group in Okta
- Get groups by name BatchRetrieves groups by name in Okta
- Get user by IDGet user by ID in Okta
- Get user groups BatchGet user groups in Okta
- Get recent log on events by IP address BatchGet recent log on events by IP address in Okta
- Get recent log on events by user BatchGet recent log on events by user in Okta
- List applications assigned to user BatchList applications assigned to user in Okta
- Remove user from groupRemoves an existing user from a group in Okta
- Reset forgotten user passwordReset an existing user’s forgotten password in Okta
- Reset user passwordReset user password in Okta
- Search Users BatchSearch users in Okta
- Suspend userSuspends an existing user in Okta
- Unsuspend userUnsuspend an existing user in Okta
- Update userUpdate user in Okta
Any other action you can think up
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