ElectroNeek

Integrations · connector

ElectroNeek + Insightly

Connect Insightly to your ElectroNeek agents and ship work end-to-end across both systems. Ships with 5 ready actions and 3 event triggers — usable in agent workflows without code.

What agents can do with Insightly

Actions · 5

  • Create Record

    Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)

  • Update Record

    Update an existing record's fields in a specified Insightly object

  • Get Record

    Get a record by ID from a specified Insightly object

  • Delete Record

    Delete a record by ID from a specified Insightly object

  • Find Records

    Find records in a specified Insightly object

Triggers · 3

  • New Record

    Fires when a new record is created in Insightly (requires webhook setup)

  • Updated Record

    Fires when an existing record is updated in Insightly (requires webhook setup)

  • Deleted Record

    Fires when a record is deleted from Insightly

How Insightly fits an agent workflow

01

Trigger or read

An agent starts from a Insightly event or reads Insightly data as part of a broader workflow.

02

Decide with AI

The agent classifies, matches, or drafts — with your guardrails and human approvals where it matters.

03

Act across systems

Results post back to Insightly and to the rest of your stack — ERP, spreadsheets, email — in one run.

Ship a Insightly workflow this month — built and run by us.