Cisco Webex Teams and Insightly integrations and automations

Do everything in one place

Customize your Cisco Webex Teams and Insightly integration with the following triggers and actions.

Triggers

When this happens…

Cisco Webex Teams
  • New button submission Real-time
    New button submission in Webex Teams
  • New message Real-time
    New message in Webex Teams

    • 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…

Cisco Webex Teams
  • Custom action
    Custom action in Cisco Webex Teams (Custom)
  • Add person to room
    Add person to room
  • Create room
    Create room in Webex Teams
  • Get attachment details
    Get attachment details in Webex Teams
  • Get message details
    Get message details in Webex Teams
  • Get person details
    Get person details in Webex Teams
  • Get room details
    Get room details in Webex Teams
  • Post message
    Post message in Webex Teams
  • Update room
    Update room topic in Webex Teams

    • 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
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo