Do everything in one place
Customize your Insightly and On-prem files 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
On-prem files
- New CSV file in folder BatchNew CSV file in on-prem folder
- New lines in CSV file BatchNew batch of lines in on-prem CSV file
- New line in CSV fileNew line in on-prem CSV file
- New file in folderNew file in on-prem folder
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
On-prem files
- Append line to CSV fileAppend a line to an on-prem CSV file
- Create folderCreate a new folder in a specified on-prem folder
- Delete fileDelete a file in an on-prem folder
- Delete folderDeletes an on-prem folder
- Download fileDownload an on-prem file
- Generate on-prem file URLGenerate an on-prem file URL to be used in other connectors.
- List files in folder BatchList all files in an on-prem folder
- Move fileMove an on-prem file to a different folder
- Rename fileRename an on-prem file
- Upload file (Legacy)Upload a new file to an on-prem folder
- Upload fileUpload a new file to an on-prem folder
Any other action you can think up
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