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
What is Insightly?
Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400000 small businesses world wide.
Create 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
Lists tasks from Insightly.
Action
Get Task
Gets a task from Insightly.
Action
Delete Task
Deletes a task from Insightly.
Action
Create Task
Creates a task in Insightly.
Action
Update Task
Updates a task in Insightly.
Action
List Updated Tasks
Lists tasks updated since the last successful cycle run.
Action
List Task Comments
List the comments attached to a particular task.
Action
Create Task Comment
Add a comment to a task.
Action
List Updated Task Comments
List Updated Task Comments since the last successful cycle run.
Action
Pipeline Stages ↓
Get Pipeline Stage
Get a pipeline stage from Insightly.
Action
List Pipeline Stages
Get a list of pipeline stages from Insightly.
Action
Contacts ↓
Update Contact
Updates a contact in Insightly.
Action
Create Contact
Adds a contact to Insightly.
Action
Delete Contact
Delete a contact from Insightly.
Action
List Updated Contacts
List updated and new contacts from Insightly since the last successful cycle run.
Action
Get Contact
Gets a contact from Insightly.
Action
List Contacts
Lists contacts from Insightly.
Action
List Contacts By Email
List all the contacts matching an email address.
Action
List Contact Custom Fields
Lists project custom fields from Insightly.
Action
List New Contacts
List new contacts from Insightly.
Action
Projects ↓
List Projects
Lists projects from Insightly.
Action
Get Project
Get a project from Insightly.
Action
List Project Custom Fields
Lists project custom fields from Insightly.
Action
List Updated Projects
Lists projects updated since the last successful cycle run.
Action
Opportunities ↓
List Updated Opportunities
Gets a list of opportunities updated since the last successful cycle run.
Action
List Opportunities By Search Fields
Gets a filtered list of opportunities.
Action
Get Opportunity
Get an opportunity from Insightly.
Action
Delete Opportunity
Delete an opportunity from Insightly.
Action
Update Opportunity
Update an opportunity in Insightly.
Action
List Opportunities
Get a list of opportunities from Insightly.
Action
Create Opportunity
Add an opportunity to Insightly.
Action
List Opportunity Custom Fields
Lists project custom fields from Insightly.
Action
Users ↓
Get Current User
Gets the current user from Insightly.
Action
List Users By Search Fields
Get a list of filtered users from Insightly.
Action
List Users
Get a list of users from Insightly.
Action
Get User
Gets a user from Insightly.
Action
Organisations ↓
List Organisations
Get a list of organisations from Insightly.
Action
Create Organisation
Add an organisation to Insightly.
Action
Delete Organisation
Delete an organisation from Insightly.
Action
Update Organisation
Update an organisation in Insightly.
Action
List Updated Organisations
Get a list of updated organisations since the last successful cycle run.
Action
Get Organisation
Get an organisation from Insightly.
Action
List Organisations By Search Fields
Get a filtered list of organisations. Field Name and Value, provide a partial search.
Action
Leads ↓
List Updated Leads
Get a list of updated leads since the last successful cycle run.
Action
List Leads
Get a list of leads from Insightly.
Action
List Leads By Email
Gets all the Leads matching an email address.
Action
List Lead Custom Fields
Lists project custom fields from Insightly.
Action
Update Lead
Updates a lead in Insightly.
Action
Delete Lead
Delete a Lead from Insightly.
Action
List New Leads
Get a list of new leads from Insightly.
Action
Get Lead
Gets a Lead from Insightly.
Action
Create Lead
Creates a lead in Insightly.
Action
Create Lead Status
Creates the status of a lead.
Action
Update Lead Status
Updates the status of a lead.
Action
List Lead Statuses
Gets a list of Lead Statuses.
Action
Delete Lead Status
Deletes the lead status.
Action
Countries ↓
List Countries
Lists the countries Insightly recognizes for use in addresses.
Action
Pipelines ↓
Get Pipeline
Get a pipeline from Insightly.
Action
List Pipelines
Get a list of pipelines from Insightly.
Action
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.
Related Resources
Insightly Connector Documentation
Read ArticleCRM Integrations you should be using
Read ArticleWhat is iPaaS?
Read ArticleReady to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
