BuildXact and Insightly integrations and automations

Seamlessly connect BuildXact and Insightly. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

BuildXact
  • New Event Recieved from BuildXact Real-time
    New Event in BuildXact

    • 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…

BuildXact
  • Custom action
    Custom action in BuildXact (Custom)
  • Accept Incoming Integration Connection
    Accept Incoming Integration Connection in Build xact
  • Add Access Control to Catalogue
    Add Access Control to Catalogue in Build xact
  • Create New Catalogue
    Create New Catalogue in Build xact
  • Delete Catalogue
    Delete Catalogue in Build xact
  • Fetch Catalogue Details
    Fetch Catalogue Details in Build xact
  • Get Incoming Integration Connection
    Get Incoming Integration Connection in Build xact
  • List Catalogues Batch
    List Catalogues in Build xact
  • Reject Incoming Integration Connection
    Reject Incoming Integration Connection in Build xact
  • Import Catalogue Items Batch
    Import Catalogue Items in Build xact
  • Start Catalogue Import
    Start Catalogue Import in Build xact

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo