rocketkind
CRM

Insightly

Insightly is a CRM: contacts, organisations, leads, opportunities and projects.

Authentication

  • API key

Actions

Generic API request. Call any Insightly API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create contactCreate a contact (POST Contacts).
  • Create opportunityCreate an opportunity (POST Opportunities).
  • Create organisationCreate an organisation (POST Organisations).
  • Get contactFetch one Insightly contact by its numeric CONTACTID to read the stored field values before updating it or linking it to an opportunity.
  • List contactsList contacts with optional paging (GET Contacts).
  • List leadsList leads with optional paging (GET Leads).
  • List opportunitiesList opportunities with optional paging (GET Opportunities).
  • List organisationsList organisations with optional paging (GET Organisations).
  • List projectsList projects with optional paging (GET Projects).
  • Update contactDestructiveUpdate a contact (PUT Contacts).

Triggers

  • New or updated contactStarts when a contact is created or updated in Insightly.
  • New or updated leadStarts when a lead is created or updated in Insightly.
  • New or updated opportunityStarts when an opportunity is created or updated in Insightly.
  • New or updated organisationStarts when an organisation is created or updated in Insightly.
  • New or updated projectStarts when a project is created or updated in Insightly.

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