Integrate Insightly

Provide your users with in-app integration with Insightly

Insightly connector

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

Contacts

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

Leads

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

Tasks

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

Opportunities

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

Projects

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

Organisations

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

Pipelines

Feature Description Type
Get Pipeline Get a pipeline from Insightly. Action
List Pipelines Get a list of pipelines from Insightly. Action

Pipeline Stages

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

Users

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

Countries

Feature Description Type
List Countries Lists the countries Insightly recognizes for use in addresses. Action
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