Insightly (Preview)

Insightly (Preview)

Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly's tightly integrated CRM & project management features to close new business, track post sale customer interactions & drive repeat purchases.

Note:

  • This is a Standard connector.

Throttling Limits

Name Calls Renewal Period
API calls per connection 30 60 seconds
Frequency of trigger polls 1 300 seconds

Creating a connection

To connect your account, you will need the following information:

Insightly API Key
securestring
Insightly API Key

Actions

Add contact

Add contact

Required Parameters

First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
Contact

An Insightly Contact Object

Add lead

Add lead

Required Parameters

Last Name
string
Last name of the lead.

Optional Parameters

Title
string
The title of the lead.
First Name
string
First name of the lead.
Lead Description
string
A brief description of the lead.
Converted Date-Time
string
yyyy-MM-dd HH:mm:ss
Lead Visibility
string
Lead Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Organization Name
string
The name of the organization.
Phone Number
string
Lead phone number.
Mobile Phone Number
string
Lead mobile phone number.
Email Address
string
Lead email address.
Is Converted
boolean
A boolean value determining whether or not the lead is converted.
Website URL
string
Lead website URL
Lead Owner
integer
The unique identifier of the lead owner.
Lead Responsible
integer
The unique identifier of the responsible user.
Lead Employee Count
integer
The employee count of the lead.
Lead Rating
integer
The rating of the lead.
Industry
string
The industry of the lead.
Tag Name
string
The name of the tag.

Returns

Body
Lead

An Insightly Lead Object

Add organization

Add organization

Required Parameters

Organization Name
string
The name of the organization.

Optional Parameters

Organization Background
string
The background of the organization.
Organization Visibility
string
Organization visibility.
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Address Id
integer
The unique identifier of the address.
Address Type
string
Address type.
Address Street
string
Address street.
Address City
string
Address city.
Address State
string
Address state.
Address Postcode
string
Address postcode.
Address Country
string
Address country.
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
Organization

An Insightly Organization Object

Add project

Add project

Required Parameters

Project Name
string
The name of the project.
Project Status
string
The status of the project.

Optional Parameters

Project Details
string
The details of the project.
Image URL
string
The image URL of the project.
Project Visibility
string
Project Visibility.
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Opportunity Id
integer
The unique identifier of the opportunity.
Pipeline Id
integer
The unique identifier of the pipeline.
Stage Id
integer
The unique identifier of the stage.
Tag Name
string
The name of the tag.

Returns

Body
Project

An Insightly Project Object

Add task

Add task

Required Parameters

Task Title
string
The title of the task.
Is Completed
boolean
A boolean value determining whether or not the task is completed.
Task Status
string
The status of the task.
Is Task Visible
boolean
A boolean value determining whether or not the task is publicly visible.

Optional Parameters

Due Date-Time
string
yyyy-MM-dd HH:mm:ss
Task Details
string
The details of the task.
Task Priority
integer
The priority of the task.

Returns

Body
Task

An Insightly Task Object

Delete contact

Delete contact

Required Parameters

Contact Id
integer
Contact Id

Returns

Body
Contact

An Insightly Contact Object

Delete lead

Delete lead

Required Parameters

Lead Id
integer
Lead Id

Returns

Body
Contact

An Insightly Contact Object

Delete project

Delete project

Required Parameters

Project Id
integer
Project Id

Returns

Body
Contact

An Insightly Contact Object

Delete task

Delete task

Required Parameters

Task Id
integer
Task Id

Returns

Body
Contact

An Insightly Contact Object

Follow a task

Follow a task

Required Parameters

Task Id
integer
Task Id

Returns

Body
Contact

An Insightly Contact Object

List contacts

List contacts

Required Parameters

First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
ListContactsResponse

A Insightly contact response object

List leads

List leads

Required Parameters

First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
ListLeadsResponse

A Insightly Lead response object

List projects

List projects

Required Parameters

First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
ListProjectsResponse

A Insightly Project response object

List tasks

List tasks

Required Parameters

First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
ListTasksResponse

An Insightly Tasks response object.

List users

List users

Required Parameters

First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
ListUsersResponse

A Insightly User response object

Update contact

Update contact

Required Parameters

Contact Id
string
Unique Id of the contact to update
First Name
string
First name of the contact.
Last Name
string
Last name of the lead.

Optional Parameters

Salutation
string
The salutation of the contact.
Background
string
Background
Contact Visibility
string
Contact Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Contact info Id
integer
The unique identifier of the contact info.
Type
string
Contact info type.
SubType
string
Contact info sub-type.
Label
string
Contact info label.
Detail
string
Contact info detail.
Tag Name
string
The name of the tag.

Returns

Body
Contact

An Insightly Contact Object

Update lead

Update lead

Required Parameters

Lead Id
string
Unique Id of the lead to update
Last Name
string
Last name of the lead.

Optional Parameters

Title
string
The title of the lead.
First Name
string
First name of the lead.
Lead Description
string
A brief description of the lead.
Converted Date-Time
string
yyyy-MM-dd HH:mm:ss
Lead Visibility
string
Lead Visibility
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Organization Name
string
The name of the organization.
Phone Number
string
Lead phone number.
Mobile Phone Number
string
Lead mobile phone number.
Email Address
string
Lead email address.
Is Converted
boolean
A boolean value determining whether or not the lead is converted.
Website URL
string
Lead website URL
Lead Owner
integer
The unique identifier of the lead owner.
Lead Responsible
integer
The unique identifier of the responsible user.
Lead Employee Count
integer
The employee count of the lead.
Lead Rating
integer
The rating of the lead.
Industry
string
The industry of the lead.
Tag Name
string
The name of the tag.

Returns

Body
Lead

An Insightly Lead Object

Update project

Update project

Required Parameters

Project Id
string
Unique Id of the project to update
Project Name
string
The name of the project.
Project Status
string
The status of the project.

Optional Parameters

Project Details
string
The details of the project.
Image URL
string
The image URL of the project.
Project Visibility
string
Project Visibility.
Visible Team Id
integer
Visible Team Id (Required when team visibility state is selected)
Visible User IDs
integer
Visible User IDs (Required when individuals visibility state is selected)
Opportunity Id
integer
The unique identifier of the opportunity.
Pipeline Id
integer
The unique identifier of the pipeline.
Stage Id
integer
The unique identifier of the stage.
Tag Name
string
The name of the tag.

Returns

Body
Project

An Insightly Project Object

Update task

Update task

Required Parameters

Task Id
string
Unique Id of the task to update.
Task Title
string
The title of the task.
Is Completed
boolean
A boolean value determining whether or not the task is completed.
Task Status
string
The status of the task.
Is Task Visible
boolean
A boolean value determining whether or not the task is publicly visible.

Optional Parameters

Due Date-Time
string
yyyy-MM-dd HH:mm:ss
Task Details
string
The details of the task.
Task Priority
integer
The priority of the task.

Returns

Body
Task

An Insightly Task Object

Triggers

When a contact is created

Triggers a new flow when a new contact is created

Returns

Body
ListContactsResponse

A Insightly contact response object

When a contact is updated

Triggers a new flow when a contact is updated

Returns

Body
ListContactsResponse

A Insightly contact response object

When a lead is created

Triggers a new flow when a new lead is created

Returns

Body
Lead

An Insightly Lead Object

When a lead is updated

Triggers a new flow when a lead is updated

Returns

Body
Lead

An Insightly Lead Object

When a project is created

Triggers a new flow when a new project is created

Returns

Body
ListProjectsResponse

A Insightly Project response object

When a project is updated

Triggers a new flow when a project is updated

Returns

Body
ListProjectsResponse

A Insightly Project response object

When a task is assigned to me

Triggers a new flow when a task is assigned to me

Returns

Body
ListTasksResponse

An Insightly Tasks response object.

When a task is created

Triggers a new flow when a new task is created

Returns

Body
ListTasksResponse

An Insightly Tasks response object.

When a task is updated

Triggers a new flow when a task is updated

Returns

Body
ListTasksResponse

An Insightly Tasks response object.

When an event is created

Triggers a new flow when a new event is created

Returns

Body
ListEventsResponse

A Insightly Event response object

When an event is updated

Triggers a new flow when an event is updated

Returns

Body
ListEventsResponse

A Insightly Event response object

Definitions

ListTasksResponse

An Insightly Tasks response object.

Tasks
array of Task
A collection of tasks

Task

An Insightly Task Object

Assigned Date-Time
integer
yyyy-MM-dd HH:mm:ss
Assigned Team Id
integer
The unique identifier of the assigned team.
Assigned To
integer
The unique identifier of the user assigned to the task.
Assigned by User Id
integer
The unique identifier of the assigned by user.
Can Delete
boolean
Can delete
Can Edit
boolean
Can edit.
Category Id
integer
The unique identifier of the category.
Completed Date-Time
string
yyyy-MM-dd HH:mm:ss
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
Due Date-Time
string
yyyy-MM-dd HH:mm:ss
Is Completed
boolean
A boolean value determining whether or not the task is completed.
Is Owner Visible
boolean
A boolean value determining whether or not the owner is publicly visible.
Is Reminder Sent
boolean
A boolean value determining whether or not a reminder is set.
Is Task Visible
boolean
A boolean value determining whether or not the task is publicly visible.
Milestone Id
integer
The unique identifier of the milestone.
Opportunity Id
integer
The unique identifier of the opportunity.
Parent Task Id
integer
The unique identifier of the parent task.
Percentage Complete
integer
The task completed value in percent.
Pipeline Id
integer
The unique identifier of the pipeline.
Project Id
integer
The unique identifier of the project.
Recurrence
string
Recurrence
Reminder Date-Time
integer
yyyy-MM-dd HH:mm:ss
Stage Id
integer
The unique identifier of the stage.
Start Date-Time
string
yyyy-MM-dd HH:mm:ss
Task Details
string
The details of the task.
Task Id
integer
The unique identifier of the task.
Task Owner
integer
The unique identifier of the task owner.
Task Priority
string
The priority of the task.
Task Status
string
The status of the task.
Task Title
string
The title of the task.
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss

ListProjectsResponse

A Insightly Project response object

Projects
array of Project
A collection of projects

Project

An Insightly Project Object

Assigned To
integer
The unique identifier of the assigned user.
Can Delete
boolean
Can delete
Can Edit
boolean
Can edit
Category Id
integer
The unique identifier of the category.
Completed Date-Time
string
yyyy-MM-dd HH:mm:ss
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
Image URL
string
The image URL of the project.
Opportunity Id
integer
The unique identifier of the opportunity.
Pipeline Id
integer
The unique identifier of the pipeline.
Project Details
string
The details of the project.
Project Id
integer
The unique identifier of the project.
Project Name
string
The name of the project.
Project Owner
integer
The unique identifier of the project owner.
Project Status
string
The status of the project.
Project Visible
string
Project Visibility.
Stage Id
integer
The unique identifier of the stage.
Started Date-Time
string
yyyy-MM-dd HH:mm:ss
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss
Visible Team Id
integer
The unique identifier of the team.
Visible User IDs
integer
The unique identifiers of the users.

ListLeadsResponse

A Insightly Lead response object

Leads
array of Lead
A collection of leads

Lead

An Insightly Lead Object

Address City
string
Address city.
Address Country
string
Address country.
Address Postcode
string
Address postcode.
Address State
string
Address state.
Address Street
string
Address street.
Can Delete
boolean
Can delete
Can Edit
boolean
Can edit
Converted Contact Id
integer
The unique identifier of the converted contact.
Converted Date-Time
string
yyyy-MM-dd HH:mm:ss
Converted Opportunity Id
integer
The unique identifier of the opportunity.
Converted Organization Id
integer
The unique identifier of the converted organization.
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
Email Address
string
Lead email address.
Fax Number
string
Lead fax number.
First Name
string
First name of the lead.
Image URL
string
Lead Image URL
Industry
string
The industry of the lead.
Is Converted
boolean
A boolean value determining whether or not the lead is converted.
Last Name
string
Last name of the lead.
Lead Description
string
A brief description of the lead.
Lead Employee Count
integer
The employee count of the lead.
Lead Id
integer
The unique identifier of the lead.
Lead Owner
integer
The unique identifier of the lead owner.
Lead Rating
integer
The rating of the lead.
Lead Responsible
integer
The unique identifier of the responsible user.
Lead Source Id
integer
The unique identifier of the lead source.
Lead Status Id
integer
The status Id of the lead.
Lead Visibility
string
Lead visibility.
Mobile Phone Number
string
Lead mobile phone number.
Organization Name
string
The name of the organization.
Phone Number
string
Lead phone number.
Salutation
string
The salutation of the lead.
Title
string
The title of the lead.
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss
Visible Team Id
integer
The unique identifier of the team.
Visible User IDs
integer
The unique identifiers of the users.
Website URL
string
Lead website URL

ListContactsResponse

A Insightly contact response object

Contacts
array of Contact
A collection of contacts

Contact

An Insightly Contact Object

Background
string
Background
Can Delete
boolean
Can delete
Can Edit
boolean
Can edit
City
string
Address city.
City
string
Address city.
City
string
Address city.
City
string
Address city.
City
string
Address city.
Contact Id
integer
The unique identifier of the contact.
Contact Visibility
string
Contact visibility.
Country
string
Address country.
Country
string
Address country.
Country
string
Address country.
Country
string
Address country.
Country
string
Address country.
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
Default Linked Organization
integer
Default linked organization.
Email (Home)
string
The home email of the contact.
Email (Other)
string
The other email of the contact.
Email (Personal)
string
The personal email of the contact.
Email (Work)
string
The work email of the contact.
First Name
string
First name of the contact.
Image URL
string
Contact image URL.
Last Name
string
Last name of the contact.
Owner User Id
integer
The unique identifier of the owner.
Phone (Home)
string
The home phone number of the contact.
Phone (Other)
string
The other phone number of the contact.
Phone (Work)
string
The work phone number of the contact.
Phone (mobile)
string
The mobile phone number of the contact.
Postcode
string
Address postcode.
Postcode
string
Address postcode.
Postcode
string
Address postcode.
Postcode
string
Address postcode.
Postcode
string
Address postcode.
Salutation
string
The salutation of the contact.
Social Facebook
string
Social Facebook.
Social LinkedIn
string
Social LinkedIn.
Social Twitter
string
Social Twitter.
State
string
Address state.
State
string
Address state.
State
string
Address state.
State
string
Address state.
State
string
Address state.
Street
string
Address street.
Street
string
Address street.
Street
string
Address street.
Street
string
Address street.
Street
string
Address street.
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss
Visible Team Id
integer
The unique identifier of the team.
Visible User IDs
integer
The unique identifiers of the users.

Address

An Insightly Contact Address Object

Address City
string
Address city.
Address Country
string
Address country.
Address Id
integer
The unique identifier of the address.
Address Postcode
string
Address postcode.
Address State
string
Address state.
Address Street
string
Address street.
Address Type
string
Address type.

ContactInfo

An Insightly Contact Information Object

Contact info Id
integer
The unique identifier of the contact info.
Detail
string
Contact info detail.
Label
string
Contact info label.
SubType
string
Contact info sub-type.
Type
string
Contact info type.

ListUsersResponse

A Insightly User response object

Users
array of User
A collection of users

User

An Insightly User Object

Contact Display
string
Contact display.
Contact Id
integer
The unique identifier of the contact.
Contact Order
string
Contact order.
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
Email Address
string
User email address.
Email Dropbox Address
string
Email dropbox address
Email Dropbox Id
string
The unique identifier of the email dropbox.
First Name
string
First name of the user.
Instance Id
integer
The unique identifier of the instance.
Is Account Owner
boolean
A boolean value determining whether or not the user is the account owner.
Is Active
boolean
A boolean value determining whether or not the user is active.
Is Administrator
boolean
A boolean value determining whether or not the user is an administrator.
Last Name
string
Last name of the user.
Task Week Start
integer
Task week start.
Time zone Id
string
The unique identifier of the timezone.
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss
User Currency
string
User currency.
User Id
integer
The unique identifier of the user.

ListEventsResponse

A Insightly Event response object

Events
array of Event
A collection of events

Event

An Insightly Event Object

Can Delete
boolean
Can delete
Can Edit
boolean
Can edit
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
End Date-Time
string
yyyy-MM-dd HH:mm:ss
Event Id
integer
The unique identifier of the event.
Is All Day Event
boolean
A boolean value determining whether or not the event is all day.
Is Event Visible
boolean
A boolean value determining whether or not the event is publicly visible.
Is Reminder Sent
boolean
A boolean value determining whether or not the reminder was sent.
Owner User Id
integer
The unique identifier of the owner.
Start Date-Time
string
yyyy-MM-dd HH:mm:ss
Title
string
The title of the event.
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss

Organization

An Insightly Organization Object

Background
string
The background of the organization.
Contact Information
array of ContactInfo
Contact Information
Created Date-Time
string
yyyy-MM-dd HH:mm:ss
Image URL
string
Organization image URL.
Organization
array of Address
Organization Addresses
Organization Background
string
The background of the organization.
Organization Id
integer
The unique identifier of the organization.
Organization Name
string
The name of the organization.
Organization Owner
integer
The unique identifier of the owner.
Organization Visibility
string
Organization visibility.
Updated Date-Time
string
yyyy-MM-dd HH:mm:ss
Visible Team Id
integer
The unique identifier of the team.
Visible User IDs
integer
The unique identifiers of the users.