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Customize your Automation Anywhere and Insightly 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…
Automation Anywhere
- List UsersList Users in Automation Anywhere A360
- Custom actionCustom action in (Custom)
- Workitem – AddInsert Workitem in Automation Anywhere A360
- Workitem – DeleteDelete Workitem in Automation Anywhere A360
- Bot – Deploy with Input and callbackDeploy Bot in Automation Anywhere A360
- In progress / Historical Activity.Get Activity List in Automation Anywhere A360
- Queue – GetSearch Queues in Automation Anywhere A360
- Workitem – GetSearch Workitems in Automation Anywhere A360
- Audit LogsGet Audit Logs in Automation Anywhere A360
- Bot – ListList Bots in Automation Anywhere A360
- Credential – Search by IDSearch Credential By Id in Automation Anywhere A360
- Get DeviceSearch Devices in Automation Anywhere A360
- Bot – ScheduleSchedule Bot in Automation Anywhere A360
- Credentials – Search by NameSearch Credentials in Automation Anywhere A360
- Workitem – UpdateUpdate Workitem in Automation Anywhere A360
Any other action you can think up
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
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