Do everything in one place
Customize your Insightly and Yext 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
Yext
- New entityNew entity in Yext
- New/updated entityNew/updated entity in Yext
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
Yext
- Create entityCreate entity in Yext
- Custom actionCustom action in Yext
- Get entity by IDGet entity by ID in Yext
- Search entitiesSearch entities in Yext
- Search entities with custom filterSearch entities with custom filter criteria in Yext
- Update entityUpdate entity in Yext
Any other action you can think up
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