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.
Insightly 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 |
Looking for extra functionality in this connector? We build our connectors to our customer requirements, so if you need an extension get in touch.
With Cyclr you also get
300+ APIs
Our Connector Layer enables you to unlock integrations with our vast library of SaaS Connectors -- instantly.
Always up-to-date
Our API connectors are tested automatically every day, we are constantly updating & adding new ones.
No code
Use our drag and drop builder to create embeddable template integrations for your users with our Orchestration Layer.
Native integration
Your users access all integrations right inside your app, no more plugins or third-party apps, with our Presentation Layer.