Connect Humanity to Insightly

Both apps 56Humanity 22Insightly 34

• Trigger
  Approved Leave Requests

  Triggers when a leave request is approved or an approved leave request changes.

• Trigger
  New/Updated Employees

  Triggers when an employee is added or an existing employee is updated.

• Trigger
  New/Updated Time Entries

  Triggers when a time entry is created or updated in the last day.

• Trigger
  Published Shifts

  Triggers when a shift in the next 30 days is published or a published shift changes.

• Trigger
  Published Shifts by Employee

  Triggers when a published shift in the next 30 days that has employees assigned is created or changes.

• Action
  Assign Leave Type to Employee

  Enables a leave type for an employee, optionally setting how many days they are entitled to.

• Action
  Assign Positions to Employee

  Assigns positions to an employee, and optionally removes positions from them.

• Action
  Assign Skills to Employee

  Assigns a skill to an employee in Humanity, optionally with an expiration date and reminder.

• Action
  Create Shift

  Creates a new shift in a Humanity schedule (position), optionally assigning an employee to it.

• Action
  Create/Update Employee

  Creates a new employee, or updates an existing employee when their ID is given.

• Action
  Create/Update Location

  Creates a new location, or updates an existing location when its ID is given.

• Action
  Create/Update Position

  Creates a new position, or updates an existing position when its ID is given.

• Action
  Create/Update Skill

  Creates a new skill, or renames an existing skill when its ID is given.

• Action
  Create/Update Time Entry

  Creates a new time entry (timeclock record), or updates an existing one when its ID is given.

• Action
  Delete shift

  Deletes a shift from the Humanity schedule, optionally including the rest of its repeating series.

• Action
  Find Employee

  Finds a employee by its Humanity ID and returns its details.

• Action
  Find leave requests

  Returns leave requests in a date range, optionally filtered by status and employee.

• Action
  Find locations

  Finds locations and remote sites in Humanity, optionally by name, ID, type or last update time.

• Action
  Find Position

  Finds a position by its Humanity ID and returns its details.

• Action
  Find shifts

  Returns the shifts scheduled within a date range, optionally narrowed to specific employees, positions, locations or skills.

• Action
  Find timeclocks

  Returns timeclock records, optionally filtered by date range, employee, position, status or last update.

• Action
  Update shift

  Updates an existing shift's times, position, title, notes, location or staffing needs.

• 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 contacts

  List contacts (paged) ordered by date.

• 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.