Add new record in Memory when New or Updated Contact in Insightly
Find record in Memory when New or Updated Contact in Insightly
Update a record in Memory when New or Updated Contact in Insightly
Update record using filter in Memory when New or Updated Contact in Insightly
Delete record by Id in Memory when New or Updated Contact in Insightly
Create or update record in Memory when New or Updated Contact in Insightly
Add new record in Memory when New Document Template in Insightly
Find record in Memory when New Document Template in Insightly
Update a record in Memory when New Document Template in Insightly
Update record using filter in Memory when New Document Template in Insightly
Triggers when a new contact is created or updated.
Triggers when new document template is created.
Triggers when new email is send.
Trigger when a event is created or updated.
Triggers when new lead is created or updated.
Triggers when new opportunity is created or updated.
Creates a Record.
Updates a Record
Finds an existing Record.
Store new data seamlessly within your workflow using the Create action. Whether you're saving configurations, flags, or other crucial information, this action securely adds data to your MongoDB-based storage, ready for use in your automation flow.
Effortlessly access stored data with the Read action. Retrieve any saved information at any point in your flow to support decision-making and trigger subsequent actions based on the retrieved data.
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn MoreA seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
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