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

FeatureDescriptionType
Add ContactAdds a contact to Insightly. Action
Get ContactGets a contact from Insightly. Action
Update ContactUpdates a contact in Insightly. Action
Delete ContactDelete a contact from Insightly. Action
List ContactsLists contacts from Insightly. Action
Get New ContactsGet new contacts from Insightly. Action
Get Updated ContactsGet updated contacts from Insightly. Action
Get Contacts by EmailGets all the contacts matching an email address Action

Leads

FeatureDescriptionType
Create LeadCreates a lead in Insightly. Action
Update LeadUpdates a lead in Insightly. Action
Get LeadGets a Lead from Insightly. Action
Delete LeadDelete a Lead from Insightly. Action
List LeadsGet a list of leads from Insightly. Action
Get Leads by EmailGets all the Leads matching an email address Action
Get New LeadsGet a list of new leads from Insightly. Action
Update Lead StatusUpdates the status of a lead. Action
List Lead StatusesGets a list of Lead Statuses. Action
Get Updated LeadsGet a list of updated leads from Insightly. Action

Tasks

FeatureDescriptionType
Get TaskGets a task from Insightly. Action
Delete TaskDeletes a task from Insightly. Action
Create TaskCreates a task in Insightly. Action
Update TaskUpdates a task in Insightly. Action
Lists TasksLists tasks from Insightly. Action
Get Task CommentsGet the comments attached to a task. Action
Add Task CommentAdd a comment to a task. Action

Opportunities

FeatureDescriptionType
List OpportunitiesGet a list of opportunities from Insightly. Action
Get OpportunityGet an opportunity from Insightly. Action
Add OpportunityAdd an opportunity to Insightly. Action
Update OpportunityUpdate an opportunity in Insightly. Action
Delete OpportunityDelete an opportunity from Insightly. Action

Countries

FeatureDescriptionType
List CountriesLists the countries Insightly recognizes for use in addresses. Action

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