Insightly and Smart Hr との統合と自動化

Insightly and Smart Hr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

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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

Smart Hr
  • New/updated/deleted a crew Real-time
    New/updated/deleted 従業員 in SmartHR
  • Imported a CSV file of crews Batch Real-time
    Imported 従業員 in SmartHR

    • 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

Smart Hr
  • Create a new crew
    Create 従業員情報 in SmartHR
  • Create a department
    Create 部署情報 in SmartHR
  • Custom action
    Custom action in SmartHR
  • Delete a crew
    Delete 従業員情報 in SmartHR
  • Search business establishments
    Search for 事業所情報 in SmartHR
  • Get crew by ID
    Get 従業員情報 in SmartHR
  • Search crews
    Search for 従業員情報 in SmartHR
  • Search departments
    Search for 部署情報 in SmartHR
  • Update a crew
    Update 従業員情報 in SmartHR
  • Update a department
    Update 部署情報 in SmartHR

    • 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