Insightly and Float integration + automation

Insightly and Float integrations couldn’t be easier with the Tray Platform’s robust Insightly and Float connectors, which can connect to any service without the need for separate integration tools.

Insightly and Float Connector Details

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Insightly

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create contactDelete contactGet contactList contact custom fieldsList contact relationshipsList contactsList countriesList organisationsSearch contactsUpdate contact
UsesAll
CategoryScheduling and Time Tracking
Connector TypeTray Connector
Operations
List accountsList milestonesCreate milestoneCreate personDelete milestoneDelete personGet milestoneList peopleGet personList projectsRaw HTTP request (advanced)Update Milestone
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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