Do everything in one place
Customize your Insightly and Procore 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
Procore
- New event Real-timeNew events in Procore
- New recordNew record in Procore
- New/updated recordNew or updated record in Procore
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
Procore
- Add record to projectAdd record to project in Procore
- Create recordCreate record in Procore
- Custom actionCustom action in Procore
- Delete recordDelete record in Procore
- Get record details by IDGet record details by ID in Procore
- List folders and filesList folders and files in Procore
- Remove/delete record from projectRemove or delete record from project in Procore
- Search recordsSearch records in Procore
- Send invite to company userSend invite to company user in Procore
- Sync recordsCreate or update records in batch in Procore
- Update recordUpdate record in Procore
Any other action you can think up
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