Integrate Insightly
Provide your users with in-app integration with Insightly
Insightly
Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400000 small businesses world wide.
Connector Methods
| Feature | Description | Type |
|---|---|---|
| Get Contact | Gets a contact from Insightly. | Action |
| Delete Contact | Delete a contact from Insightly. | Action |
| List Contacts | Lists contacts from Insightly. | Action |
| Get New Contacts | Get new contacts from Insightly. | Action |
| Get Contacts by Email | Gets all the contacts matching an email address | Action |
| Add Contact | Adds a contact to Insightly. | Action |
| Update Contact | Updates a contact in Insightly. | Action |
| Get Updated Contacts | Get updated contacts from Insightly. | Action |
| List Contact Custom Fields | Lists project custom fields from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Lead | Gets a Lead from Insightly. | Action |
| Delete Lead | Delete a Lead from Insightly. | Action |
| Get Leads by Email | Gets all the Leads matching an email address | Action |
| Create Lead | Creates a lead in Insightly. | Action |
| Update Lead | Updates a lead in Insightly. | Action |
| List Leads | Get a list of leads from Insightly. | Action |
| Get New Leads | Get a list of new leads from Insightly. | Action |
| Update Lead Status | Updates the status of a lead. | Action |
| List Lead Statuses | Gets a list of Lead Statuses. | Action |
| Get Updated Leads | Get a list of updated leads from Insightly. | Action |
| List Lead Custom Fields | Lists project custom fields from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Task | Gets a task from Insightly. | Action |
| Delete Task | Deletes a task from Insightly. | Action |
| Get Task Comments | Get the comments attached to a task. | Action |
| Add Task Comment | Add a comment to a task. | Action |
| Create Task | Creates a task in Insightly. | Action |
| Update Task | Updates a task in Insightly. | Action |
| Lists Tasks | Lists tasks from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Opportunity | Get an opportunity from Insightly. | Action |
| Delete Opportunity | Delete an opportunity from Insightly. | Action |
| List Opportunities by Search | Gets a filtered list of opportunities. | Action |
| List Opportunities | Get a list of opportunities from Insightly. | Action |
| Add Opportunity | Add an opportunity to Insightly. | Action |
| Update Opportunity | Update an opportunity in Insightly. | Action |
| List Opportunity Custom Fields | Lists project custom fields from Insightly. | Action |
| List New or Updated Opportunities | Gets a list of opportunities created or updated since last run. | Action |
| Feature | Description | Type |
|---|---|---|
| List Projects | Lists projects from Insightly. | Action |
| Get Project | Get a project from Insightly. | Action |
| List Updated Projects | Lists projects updated since last run from Insightly. | Action |
| List Project Custom Fields | Lists project custom fields from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Organisation | Get an organisation from Insightly. | Action |
| Delete Organisation | Delete an organisation from Insightly. | Action |
| List Organisations | Get a list of organisations from Insightly. | Action |
| Add Organisation | Add an organisation to Insightly. | Action |
| Update Organisation | Update an organisation in Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Pipeline | Get a pipeline from Insightly. | Action |
| List Pipelines | Get a list of pipelines from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get Pipeline Stage | Get a pipeline stage from Insightly. | Action |
| List Pipeline Stages | Get a list of pipeline stages from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| Get User | Gets a user from Insightly. | Action |
| List Filtered Users | Get a list of filtered users from Insightly. | Action |
| List Users | Get a list of users from Insightly. | Action |
| Get Current User | Gets the current user from Insightly. | Action |
| Feature | Description | Type |
|---|---|---|
| List Countries | Lists the countries Insightly recognizes for use in addresses. | Action |
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