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Customize your Insightly and OneDrive 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

OneDrive
  • New line in CSV file
    New line in CSV file in OneDrive
  • New file
    New file in OneDrive
  • New folder
    New folder in OneDrive
  • New/updated file
    New/updated file in OneDrive
  • 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
    Search contacts in Insightly
  • Search pipelines
    Search pipelines in Insightly
  • Search users
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly
  • Any other action you can think up

  • Show all 12
OneDrive
  • Custom action
    Custom action in OneDrive (Custom)
  • Create folder
    Create folder in Microsoft OneDrive
  • Add permission
    Add permission to a file or folder in Microsoft OneDrive
  • Remove permission
    Remove permission for a file or folder in Microsoft OneDrive
  • List permissions
    List permissions for a file or folder in Microsoft OneDrive
  • Search files
    Search files in Microsoft OneDrive
  • Upload file via file content
    Upload file via file content in Microsoft OneDrive
  • Upload file from URL
    Upload file from URL to Microsoft OneDrive
  • Any other action you can think up

  • Show all 8

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