Workflow Automation & Webhooks

Is there a way either through Workflow Automation or an App integration - that when I create/update/close a task in a specific contact that a new row can be added to that specific contacts google sheet in the files tab?


I know that I can do this across the board for every task to a certain workbook, but I need it to be specific to the tasks & sheets within a specific contact

Thanks and have a SUPER day!!




1 comment
  • Hi Robyn,

    Our Workflow Automation system currently is unable to operate across linked records.  So, while you could have a trigger based around a specific task being completed or updated, you would not be able to filter that by the linked contact record.

    This is something that has been requested by our Community before, and I would recommend that you vote for this post and add your own comments.  Our Product and Engineering teams monitor posts in that section of the site (the Ideas & Suggestions page), and the more support they see for a particular subject the more likely it is to be added to Insightly in a future update.

    Comment actions Permalink

Please sign in to leave a comment.