Insightly and Memsource との統合と自動化

Insightly and Memsource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
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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

Memsource
  • Object Event Real-time
    Object Event in Memsource

    • Any other trigger you can think up

Actions

Do this…

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

Memsource
  • Assign provider to a job
    Assign provider to a job in Memsource
  • Assign multiple providers to a job
    Assign multiple providers to a job in Memsource
  • Assigns providers from template
    Assigns providers from template in Memsource
  • Clear all terms from TB
    Clear all terms from TB in Memsource
  • Create job
    Create job in Memsource
  • Create project from template
    Create project from template in Memsource
  • Download reference file
    Download reference file in Memsource
  • Download target file
    Download target file in Memsource
  • List jobs for a project
    List jobs for a project in Memsource
  • Get object details
    Get object details in Memsource
  • Get project template
    Get project template in Memsource
  • Get suggested providers
    Get suggested providers in Memsource
  • List lqa profiles
    List lqa profiles in Memsource
  • List project templates
    List project templates in Memsource
  • List supported languages
    List supported languages in Memsource
  • List workflow steps
    List workflow steps in Memsource
  • Upload Reference File
    Upload Reference File in Memsource
  • Upload Reference note
    Upload Reference note in Memsource
  • Upload tbx file to TB
    Upload tbx file to TB in Memsource

    • 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