Do everything in one place
Customize your Insightly and Workforce 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
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
Workforce
- Approves the time-off requestApproves the time-off request in Workforce
- Changes a time-off request statusChanges a time-off request status in Workforce
- Get leave balance by employeeGet leave balance by employee in Workforce
- Get periods by employeeGet periods by employee in Workforce
- Gets details for a time off requestGets details for a time off request in Workforce
- Get versionGet version in Workforce
- Rejects the time-off requestRejects the time-off request in Workforce
- Submits a time off requestSubmits a time off request in Workforce
- Validate tokenValidate token in Workforce
Any other action you can think up
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