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

Contacts

Feature Description Type
Add Contact Adds a contact to Insightly. Action
Get Contact Gets a contact from Insightly. Action
Update Contact Updates a contact in 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 Updated Contacts Get updated contacts from Insightly. Action
Get Contacts by Email Gets a contact by their email address Action

Leads

Feature Description Type
Create Lead Creates a lead in Insightly. Action
Update Lead Updates a lead in Insightly. Action
Get Lead Gets a Lead from Insightly. Action
Delete Lead Delete a Lead from Insightly. Action
List Leads Get a list of leads from Insightly. Action
Get Leads by Email Gets Leads by email address 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

Tasks

Feature Description Type
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
Lists Tasks Lists tasks from Insightly. Action
Get Task Comments Get the comments attached to a task. Action
Add Task Comment Add a comment to a task. Action

Opportunities

Feature Description Type
List Opportunities Get a list of opportunities from Insightly. Action
Get Opportunity Get an opportunity from Insightly. Action
Add Opportunity Add an opportunity to Insightly. Action
Update Opportunity Update an opportunity in Insightly. Action
Delete Opportunity Delete an opportunity from Insightly. Action

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