Transform your API from backend to frontend, from developer focused to business user focused.
Deliver integrations natively from within your own application and add value to your end-users.
Insightly Integrations
Build & publish in-app integrations with our Insightly connector
Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400000 small businesses world wide.
Book a demo to learn more about integrating with InsightlyCreate automations with our Insightly connector
Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Insightly, so you can provide in-app Insightly integrations for your end users.
Why integrate with Insightly
Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Insightly, as well as 100s of other apps, using low code tools.
Available Methods and Endpoints
Tasks ↓
List Tasks
Action
Lists tasks from Insightly.
Get Task
Action
Gets a task from Insightly.
Delete Task
Action
Deletes a task from Insightly.
Create Task
Action
Creates a task in Insightly.
Update Task
Action
Updates a task in Insightly.
List Updated Tasks
Action
Lists tasks updated since the last successful cycle run.
List Task Comments
Action
List the comments attached to a particular task.
Create Task Comment
Action
Add a comment to a task.
List Updated Task Comments
Action
List Updated Task Comments since the last successful cycle run.
Pipeline Stages ↓
Get Pipeline Stage
Action
Get a pipeline stage from Insightly.
List Pipeline Stages
Action
Get a list of pipeline stages from Insightly.
Contacts ↓
Update Contact
Action
Updates a contact in Insightly.
Create Contact
Action
Adds a contact to Insightly.
Delete Contact
Action
Delete a contact from Insightly.
List Updated Contacts
Action
List updated and new contacts from Insightly since the last successful cycle run.
Get Contact
Action
Gets a contact from Insightly.
List Contacts
Action
Lists contacts from Insightly.
List Contacts By Email
Action
List all the contacts matching an email address.
List Contact Custom Fields
Action
Lists project custom fields from Insightly.
List New Contacts
Action
List new contacts from Insightly.
Projects ↓
List Projects
Action
Lists projects from Insightly.
Get Project
Action
Get a project from Insightly.
List Project Custom Fields
Action
Lists project custom fields from Insightly.
List Updated Projects
Action
Lists projects updated since the last successful cycle run.
Opportunities ↓
List Updated Opportunities
Action
Gets a list of opportunities updated since the last successful cycle run.
List Opportunities By Search Fields
Action
Gets a filtered list of opportunities.
Get Opportunity
Action
Get an opportunity from Insightly.
Delete Opportunity
Action
Delete an opportunity from Insightly.
Update Opportunity
Action
Update an opportunity in Insightly.
List Opportunities
Action
Get a list of opportunities from Insightly.
Create Opportunity
Action
Add an opportunity to Insightly.
List Opportunity Custom Fields
Action
Lists project custom fields from Insightly.
Users ↓
Get Current User
Action
Gets the current user from Insightly.
List Users By Search Fields
Action
Get a list of filtered users from Insightly.
List Users
Action
Get a list of users from Insightly.
Get User
Action
Gets a user from Insightly.
Organisations ↓
List Organisations
Action
Get a list of organisations from Insightly.
Create Organisation
Action
Add an organisation to Insightly.
Delete Organisation
Action
Delete an organisation from Insightly.
Update Organisation
Action
Update an organisation in Insightly.
List Updated Organisations
Action
Get a list of updated organisations since the last successful cycle run.
Get Organisation
Action
Get an organisation from Insightly.
List Organisations By Search Fields
Action
Get a filtered list of organisations. Field Name and Value, provide a partial search.
Leads ↓
List Updated Leads
Action
Get a list of updated leads since the last successful cycle run.
List Leads
Action
Get a list of leads from Insightly.
List Leads By Email
Action
Gets all the Leads matching an email address.
List Lead Custom Fields
Action
Lists project custom fields from Insightly.
Update Lead
Action
Updates a lead in Insightly.
Delete Lead
Action
Delete a Lead from Insightly.
List New Leads
Action
Get a list of new leads from Insightly.
Get Lead
Action
Gets a Lead from Insightly.
Create Lead
Action
Creates a lead in Insightly.
Create Lead Status
Action
Creates the status of a lead.
Update Lead Status
Action
Updates the status of a lead.
List Lead Statuses
Action
Gets a list of Lead Statuses.
Delete Lead Status
Action
Deletes the lead status.
Countries ↓
List Countries
Action
Lists the countries Insightly recognizes for use in addresses.
Pipelines ↓
Get Pipeline
Action
Get a pipeline from Insightly.
List Pipelines
Action
Get a list of pipelines from Insightly.
Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!
Related Connectors
Top Use Cases for Insightly Integrations
Quickly create integrations between your SaaS application and Insightly with Cyclr's low code integration builder. Publish your Insightly integration into your application using Cyclr's white label embedded integration marketplace.
CRMs
- Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
- Automate tasks for your sales team to keep deals moving.
- Automatically fill in company data on your deals using external data.
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Ready to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
