Connect Basin to Insightly

Both apps 45Basin 12Insightly 33

• Trigger
  New Submission

  Triggers when your form receives a submission.

• Action
  Add form

  Create a new form under a project.

• Action
  Add project

  Create a new project (form-organizing container).

• Action
  Delete form

  Destroy a form.

• Action
  Delete submission

  Destroy a submission.

• Action
  Get form

  Retrieve a single form by id.

• Action
  Get submission

  Retrieve a single submission by id.

• Action
  List forms

  List all forms accessible to the account.

• Action
  List projects

  List all projects accessible to the account.

• Action
  List submissions

  List submissions for a form.

• Action
  Update form

  Update a form's configuration (notifications, spam protection, branding, etc).

• Action
  Update submission

  Update a submission's state fields (spam, read, trash).

• Action
  Add contact to organisation

  Link a contact to an organisation by updating the contact's ORGANISATION_ID.

• Action
  Create contact

  Create a new contact in Insightly.

• Action
  Create event

  Create a new calendar event in Insightly.

• Action
  Create lead

  Create a new lead in Insightly.

• Action
  Create note

  Create a new note in Insightly.

• Action
  Create opportunity

  Create a new opportunity in Insightly.

• Action
  Create organisation

  Create a new organisation in Insightly.

• Action
  Create project

  Create a new project in Insightly.

• Action
  Create task

  Create a new task in Insightly.

• Action
  Delete contact

  Delete a contact by its CONTACT_ID.

• Action
  Delete lead

  Delete a lead by its LEAD_ID.

• Action
  Delete opportunity

  Delete an opportunity by its OPPORTUNITY_ID.

• Action
  Delete organisation

  Delete an organisation by its ORGANISATION_ID.

• Action
  Get contact

  Retrieve a single contact by its CONTACT_ID.

• Action
  Get event

  Retrieves a single Insightly calendar event by its id, including its custom field values and links.

• Action
  Get lead

  Retrieve a single lead by its LEAD_ID.

• Action
  Get note

  Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.

• Action
  Get opportunity

  Retrieve a single opportunity by its OPPORTUNITY_ID.

• Action
  Get organisation

  Retrieve a single organisation by its ORGANISATION_ID.

• Action
  Get project

  Retrieve a single project by its PROJECT_ID.

• Action
  Get task

  Retrieve a single task by its TASK_ID.

• Action
  List leads

  List leads (paged).

• Action
  List opportunities

  List opportunities (paged).

• Action
  List organisations

  List organisations (paged).

• Action
  List projects

  List projects (paged).

• Action
  List tasks

  List tasks (paged).

• Action
  List users

  List Insightly users (useful for resolving owner/responsible user IDs).

• Action
  Search contacts

  Search contacts by a single field value (e.g. email_address).

• Action
  Update contact

  Update an existing contact in Insightly.

• Action
  Update lead

  Update an existing lead in Insightly.

• Action
  Update opportunity

  Update an existing opportunity in Insightly.

• Action
  Update organisation

  Update an existing organisation in Insightly.

• Action
  Update task

  Update an existing task in Insightly.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.