Do everything in one place

Customize your Insightly and On-prem files secondary 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

On-prem files secondary
  • New CSV file in folder Batch
    New CSV file in on-prem folder
  • New lines in CSV file Batch
    New batch of lines in on-prem CSV file
  • New line in CSV file
    New line in on-prem CSV file
  • New file in folder
    New file in on-prem folder
  • 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
On-prem files secondary
  • Append line to CSV file
    Append a line to an on-prem CSV file
  • Download file
    Download an on-prem file
  • Generate on-prem file URL
    Generate an on-prem file URL to be used in other connectors.
  • List files in folder
    List all files in an on-prem folder
  • Move file
    Move an on-prem file to a different folder
  • Rename file
    Rename an on-prem file
  • Upload file
    Upload a new file to an on-prem folder
  • Any other action you can think up

Let us tailor your Insightly and On-prem files secondary integrations

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