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Customize your Insightly and Talkdesk 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

Talkdesk
  • New Contact is Created Real-time
    New Contact is Created in Talkdesk
  • Inbound Call reaches Contact Center Real-time
    An Inbound Call Reaches Contact Center
  • OutBound Call Ends Real-time
    OutBound Call Ends in Talkdesk
  • 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 Batch
    Search contacts in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly
  • Any other action you can think up

Talkdesk
  • Custom action
    Custom action in Talkdesk Connector (Custom)
  • Create Callback
    Create Callback in Talkdesk
  • Create subscription
    Create subscription in Talkdesk
  • Create User
    Create a new user in Talkdesk
  • Download report
    Download report in Talkdesk
  • Get Contact by ID
    Get Contact by ID in Talkdesk
  • Get subscription
    Get subscription in Talkdesk
  • Get user by email
    Get User by email in Talkdesk
  • List queries
    List queries in Talkdesk
  • Update subscription
    Update subscription in Talkdesk
  • Any other action you can think up

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