Activities
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Integration Service Activities
Last updated May 22, 2024

Link Opportunity to Contact

Description

Creates a link for an opportunity in the Insightly CRM.

Project compatibility

Windows | Cross-platform

Configuration

  • Connection ID - The connection established in Integration Service. Access the drop-down menu to choose, add, or manage connections.

  • Opportunity ID - The ID of the opportunity. This field supports String type input.
  • Link object name - Select the link object name from the available drop-down list. This field supports String type input.
  • Link contact ID - Select the contact ID from the available drop-down list. This field supports String type input.
Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional options (in Studio Web).

Additional options
  • Details - Enter details of the link. This field supports String type input.
  • Link ID - Select the ID of the link from the available drop-down list. This field supports String type input.
  • Relationship ID - Specify the relationship ID. This field supports String type input.
  • Role - Specify the role or title. This field supports String type input.
Output
  • Link an opportunity to contact - Automatically generated output variable.
  • Description
  • Project compatibility
  • Configuration

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