An automated workflow using integromat
Connects GitHub + Insightly
Add new GitHub isssues to Insightly CRM as new opportunities
About this workflow template
This automation scenario allows you to connect GitHub and Insightly
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
GitHub and Insightly can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in GitHub
Watch Issues in GitHub
Triggers when a new issue is added or an existing issue is modified.
Then this action happens in Insightly
Create object in Insightly
Creates a new object of a selected type.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new GitHub isssues to Insightly CRM as new opportunities.
Part I
Configure Applications
First, we need to connect GitHub and Insightly to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect GitHub to Make.com.
Give Make.com access to your GitHub account, using GitHub credentials.
Connect Insightly to Make.com.
Give Make.com access to your Insightly account, using Insightly credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for GitHub
Choose the following trigger: Watch Issues (Triggers when a new issue is added or an existing issue is modified.).
Then set up an Action for Insightly
Choose this action: Create object (Creates a new object of a selected type.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between GitHub and Insightly.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new GitHub isssues to Insightly CRM as new opportunities!
Related Automation Templates
Supported triggers and actions
New issue
Triggered when a new issue is created.
triggerbyzapierautomateioNew commit
Triggered when a new commit is created. Select your organization, repo and branch.
triggerbyzapierautomateiopipedreamNew pull request
Triggered when a new pull request is created.
triggerbyzapierautomateioNew release
Triggered when a new release is added.
triggerbyzapierautomateiopabbly-connectpipedreamNew repository
Triggered when a new repository is created.
triggerbyzapierautomateiopipedreamNew mention
Triggers when your Github username is mentioned in a Commit, Comment, Issue or Pull Request.
triggerbyzapierautomateiopipedream
Create record
Creates a Record
actionbyzapierCreate object
Creates a new object of a selected type.
actionbyintegromatUpdate record
Updates a Record
actionbyzapierFind record
Finds an existing Record
actionbyzapierRetrieve object
Retrieves an object by its ID and type.
actionbyintegromatAdd or update a contact
Create a new Contact or Update an existing Contact
actionbyautomateio
Apps you need
GitHub
Cloud hosting for software development collaboration, review, and code management
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
