Insightly connector icon

Insightly Integrations

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400000 small businesses world wide.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

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.

PRODUCT USE CASES

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.

ORCHESTRATION

How Insightly works with Cyclr

Cyclr sits between your SaaS product and Insightly to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Insightly

    Insightly processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Insightly methods you can orchestrate through Cyclr.

Tasks9

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.

List Updated Tasks

Action

Lists tasks updated since the last successful cycle run.

Update Task

Action

Updates a task in Insightly.

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.

Users4

Get User

Action

Gets a user from Insightly.

List Users

Action

Get a list of users from Insightly.

List Users By Search Fields

Action

Get a list of filtered users from Insightly.

Get Current User

Action

Gets the current user from Insightly.

Opportunities8

List Updated Opportunities

Action

Gets a list of opportunities updated since the last successful cycle run.

Delete Opportunity

Action

Delete an opportunity from Insightly.

Update Opportunity

Action

Update an opportunity in Insightly.

List Opportunity Custom Fields

Action

Lists project custom fields from Insightly.

List Opportunities

Action

Get a list of opportunities from Insightly.

Get Opportunity

Action

Get an opportunity from Insightly.

Create Opportunity

Action

Add an opportunity to Insightly.

List Opportunities By Search Fields

Action

Gets a filtered list of opportunities.

Projects4

List Projects

Action

Lists projects from Insightly.

List Updated Projects

Action

Lists projects updated since the last successful cycle run.

List Project Custom Fields

Action

Lists project custom fields from Insightly.

Get Project

Action

Get a project from Insightly.

Organisations7

List Organisations By Search Fields

Action

Get a filtered list of organisations. Field Name and Value, provide a partial search.

Get Organisation

Action

Get 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.

Delete Organisation

Action

Delete an organisation from Insightly.

Create Organisation

Action

Add an organisation to Insightly.

List Organisations

Action

Get a list of organisations from Insightly.

Pipeline Stages2

List Pipeline Stages

Action

Get a list of pipeline stages from Insightly.

Get Pipeline Stage

Action

Get a pipeline stage from Insightly.

Contacts9

List Contact Custom Fields

Action

Lists project custom fields from Insightly.

List Contacts By Email

Action

List all the contacts matching an email address.

List Updated Contacts

Action

List updated and new contacts from Insightly since the last successful cycle run.

List Contacts

Action

Lists contacts from Insightly.

Get Contact

Action

Gets a contact from Insightly.

List New Contacts

Action

List new contacts from Insightly.

Delete Contact

Action

Delete a contact from Insightly.

Create Contact

Action

Adds a contact to Insightly.

Update Contact

Action

Updates a contact in Insightly.

Leads13

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.

Delete Lead Status

Action

Deletes the lead status.

Update Lead Status

Action

Updates the status of a lead.

List Lead Statuses

Action

Gets a list of Lead Statuses.

Countries1

List Countries

Action

Lists the countries Insightly recognizes for use in addresses.

Pipelines2

Get Pipeline

Action

Get a pipeline from Insightly.

List Pipelines

Action

Get a list of pipelines from Insightly.

TECHNICAL DETAILS

Insightly integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Insightly integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Insightly Connector Documentation

Read more →Resource

CRM Integrations you should be using

Read more →Resource

What is iPaaS?

Read more →

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