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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-timeNew button submission in Webex Teams
- New message Real-timeNew message in Webex Teams
Any other trigger you can think up
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
Actions
Do this…
Cisco Webex Teams
- Custom actionCustom action in Cisco Webex Teams (Custom)
- Add person to roomAdd person to room
- Create roomCreate room in Webex Teams
- Get attachment detailsGet attachment details in Webex Teams
- Get message detailsGet message details in Webex Teams
- Get person detailsGet person details in Webex Teams
- Get room detailsGet room details in Webex Teams
- Post messagePost message in Webex Teams
- Update roomUpdate room topic in Webex Teams
Any other action you can think up
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
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