Insightly
Customer relationship management (CRM) platform that manages leads, contacts, opportunities, and projects. Provides sales pipeline tracking, marketing tools, workflow automation, and reporting.
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Actions
create_recordCreate a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)delete_recordDelete a record by ID from a specified Insightly objectfind_recordsFind records in a specified Insightly objectget_recordGet a record by ID from a specified Insightly objectupdate_recordUpdate an existing record's fields in a specified Insightly objectTriggers
deleted_recordFires when a record is deleted from Insightlynew_recordFires when a new record is created in Insightly (requires webhook setup)updated_recordFires when an existing record is updated in Insightly (requires webhook setup)Over 300 Integrations
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