A Lambda function is code written by your developer and entered or uploaded into Insightly. You can use Lambda functions to check, monitor, and update Insightly and other systems. For example:
- Sync data with your ERP when a project is started
- Perform an hourly check for updates in your billing system and sync them to Insightly
- Set up an audit log to track changes
- Send an SMS to a salesperson when an opportunity is assigned to them
- Perform calculations to update fields with commission or revenue numbers
With Lambda, your developers can create custom functions in Java, C#, Python, or JavaScript. The functions will run on the AWS Lambda platform, but you do not need an AWS Lambda account. Your custom code can:
- Connect to any program's API, including Insightly's
- Update data on external systems or even in Insightly itself
- Add your own custom actions to Insightly's workflow automation
- Create hourly or daily functions that periodically check for data changes in Insightly or on an external system
Many systems have API limits. Be sure to check before setting up a function that connects to the system.