Insightly and Workato FileStorage integrations and automations

Do everything in one place

Customize your Insightly and Workato FileStorage integration with the following triggers and actions.

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

Workato FileStorage
  • New CSV file Batch Real-time
    New CSV file in Workato FileStorage
  • New file Real-time
    New file in Workato FileStorage
  • New lines in CSV file Batch Real-time
    New CSV lines in file in Workato FileStorage

    • 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

Workato FileStorage
  • Append to file
    Append to file in Workato FileStorage
  • Generate shareable file link
    Generate shareable file link in Workato FileStorage
  • Delete directory
    Delete directory in Workato FileStorage
  • Delete file
    Delete file in Workato FileStorage
  • Create directory
    Create directory in Workato FileStorage
  • Get lines from CSV file Batch
    Get lines from CSV file in Workato FileStorage
  • Get file contents
    Get file contents in Workato FileStorage
  • Rename/move file
    Rename/move file in Workato FileStorage
  • Search files Batch
    Search files in Workato FileStorage
  • Create file
    Create file in Workato FileStorage

    • Any other action you can think up

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