Do everything in one place
Customize your Bill.com and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
Bill.com
- New recordNew object in Bill.com
- New/updated recordNew/updated object in Bill.com
Any other trigger you can think up
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…
Bill.com
- Custom actionCustom action in Bill.com (Custom)
- Add line to invoiceAdd line item to invoice in Bill.com
- Create recordCreate object in Bill.com
- Delete recordDelete object in Bill.com
- Get disbursement dataGet disbursement data in Bill.com
- Get record details by IDGet object by ID in Bill.com
- Search record BatchSearch object in Bill.com
- Update recordUpdate object in Bill.com
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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