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Customize your Insightly and Pigeonhole Live 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…
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
Pigeonhole Live
- Add a registrantCreate a registrant in a Pigeonhole.
- Create a PigeonholeCreate a Pigeonhole in Pigenhole Live.
- Create a sessionCreate a session in a Pigeonhole.
- Delete a registrantDelete an existing registrant in a Pigeonhole.
- Get list of interactionsList actions performed by the attendees in a Pigeonhole.
- Get a PigeonholeFetch a Pigeonhole in Pigenhole Live.
- Get list of attendeesList attendees of a Pigeonhole in Pigenhole Live.
- Get list of PigeonholesList the Pigeonholes in Pigenhole Live.
- Get list of registrantsList registrants of a Pigeonhole in Pigenhole Live.
- Get list of sessionsList the sessions in a Pigenhole.
- Update a registrantUpdate an existing registrant in a Pigeonhole.
- Update a sessionUpdate a session in a Pigeonhole.
Any other action you can think up
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