Insightly + Ortto
Create new Ortto records from updated Insightly records
Stay on top of your updates without needing to juggle between applications. With this workflow, whenever you make updates to a field on a record in Insightly, a corresponding record will be created in Ortto. This eliminates the need to manually duplicate your tasks and ensures that your Ortto records are always updated according to changes in Insightly, enhancing efficiency and data consistency.
Stay on top of your updates without needing to juggle between applications. With this workflow, whenever you make updates to a field on a record in Insightly, a corresponding record will be created in Ortto. This eliminates the need to manually duplicate your tasks and ensures that your Ortto records are always updated according to changes in Insightly, enhancing efficiency and data consistency.
- When this happens...Updated Field on Record
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.).
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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