BIM 360 and Insightly integrations and automations

Seamlessly connect Seamlessly connect BIM 360 and Insightly. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Do everything in one place

Triggers

When this happens…

BIM 360
  • New or updated document in a project folder
    New or updated document in a project folder in BIM 360
  • New or updated document in a project folder and subfolders
    New or updated document in a project folder and subfolders in BIM 360
  • New or updated issue (V2) in a project
    New or updated issue (V2) in a project in BIM 360
  • New or updated object in a project
    New or updated object in a project in BIM 360

    • Any other trigger you can think up

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

Actions

Do this…

BIM 360
  • Custom action
    Custom action in BIM 360 (Custom)
  • Create issue in a project (V2)
    Create issue in a project (V2) in BIM 360
  • Create object in a project
    Create object in a project in BIM 360
  • Download cost document in a project
    Download generated cost document in a project in BIM 360
  • Download document in a project
    Download document in a project in BIM 360
  • Download drawing export in a project
    Download drawing export in a project in BIM 360
  • Export drawing in a project
    Export drawing in a project in BIM 360
  • Get document in a project
    Get document in a project in BIM 360
  • Get drawing export status in a project
    Get drawing export status in a project in BIM 360
  • Get folder contents Batch
    Get folder contents in BIM 360
  • Get folder info in a project
    Get folder info in a project in BIM 360
  • Get issue in a project (V2)
    Get issue in a project (V2) in BIM 360
  • Get object in a project
    Get object in a project in BIM 360
  • Get project details
    Get project details in BIM 360
  • Search issues in a project (V2) Batch
    Search issues in a project (V2) in BIM 360
  • Search objects in a project
    Search objects in a project in BIM 360
  • Update issue in a project (V2)
    Update issue in a project (V2) in BIM 360
  • Update object in a project
    Update object in a project in BIM 360
  • Upload document to a project
    Upload document to a project in BIM 360

    • Any other action you can think up

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

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
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