Applaud and Insightly との統合と自動化

Applaud and Insightlyを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Applaud
  • Deleted instance Real-time
    Deleted object in Applaud
  • New instance Real-time
    New object in Applaud
  • New instances in batch
    New object in Applaud
  • New/Updated instance Real-time
    New/Updated object in Applaud
  • New/updated instances in batch
    New/updated object in Applaud
  • Validation rule Real-time
    New object in Applaud
  • Updated instance Real-time
    Updated object in Applaud

    • Any other trigger you can think up

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

Actions

Do this…

Applaud
  • Create an instance
    Create instance in Applaud
  • Create instances in batches
    Create in batches in Applaud
  • Delete an instance
    Delete instance in Applaud
  • Delete instances in batches
    Delete instances in batches in Applaud
  • File download
    Download a File in Applaud
  • Record count
    Get the total number of records available in Applaud
  • Search a model
    Search object in Applaud
  • Send a chat message
    Send a chat message to applaud chatbot
  • Set validation result
    Set validation result
  • Start a conversation
    Start a new conversation
  • Update an instance
    Update instance in Applaud
  • Update instances in batches
    Update in batches in Applaud
  • File upload
    Upload a File in Applaud
  • Upsert an instance
    Upsert instance in Applaud
  • Upsert instances in batches
    Upsert in batches in Applaud

    • Any other action you can think up

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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新