How to connect Runrun.it + Insightly
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- New ClientTriggers when a new client is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New TaskTriggers when a new Task is created.Trigger
- Create Backlog TaskCreates a new task for a team in a project's backlog.Action
- Create ClientCreates a new client.Action
- Post on Enterprise WallCreates a new post on enterprise wall (bulletin).Action
- Post on Team WallCreates a new post on team wall (bulletin).Action
- Create ProjectCreates a new project.Action
- Runrun.it
Creates a new task.
Scheduled
Action
- Insightly
Triggers when a record is deleted.
Instant
Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Runrun.it + Insightly Integrations Work
- Step 1: Authenticate Runrun.it and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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