4me and Insightly integrations and automations

Do everything in one place

Customize your 4me and Insightly integration with the following triggers and actions.

Triggers

When this happens…

4me
  • Webhook event Real-time
    New webhook in 4me

    • 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…

4me
  • Custom action
    Run operation via 4me
  • Mutate records
    Mutate records via 4me
  • Query records
    Query records via 4me
  • Upload attachment
    Upload a file which can be referenced later as an attachment or embedded image in 4me.

    • 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

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