eFront and Insightly との統合と自動化

eFront 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

Triggers

When this happens…

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…

eFront
  • Custom action
    Custom action in eFront (Custom)
  • Activate user
    Activate user in eFront
  • Add user to branch
    Add user to branchin eFront
  • Add user to group
    Add user to group in eFront
  • Create branch
    Create branch in eFront
  • Create user
    Create user in eFront
  • Deactivate user
    Deactivate user in eFront
  • Get all branches
    Search all branches in eFront
  • Remove user from group
    Remove user from group in E front
  • Search user
    Search user in eFront based on email address
  • Update user
    Update user in eFront

    • 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