Insightly

Create and list contacts in Insightly CRM.

CRM and salesAPI key5 actionsAll integrations

On this page

Connect
Call it from a workflow
Actions (5)
create_record
delete_record
find_records
get_record
update_record
Details

Connect

Auth type: API key (secret_text). Paste the API key (or token) from the provider's settings into the connect dialog. It is encrypted at rest and only decrypted on the server when an action runs.

In the editor: Backend panel, Integrations tab, then Connect. This connects it for the project.
For every project in a workspace: Workspace settings, Integrations.
Owners and admins choose which integrations members may connect in the admin panel (Integrations tab), and can attach their own OAuth app there.

Call it from a workflow

Pass the action name and its input. The call resolves with { success, output, error? }; a missing connection resolves with success false and the reason. See ctx.integrations.invoke and ctx.integrations.call.

Native workflow

// .workflow.js (native ctx)
export async function run(ctx) {
  const res = await ctx.integrations.invoke("insightly", "create_record", {
    "pod": "<pod>",
    "objectName": "Contacts",
    "fields": {}
  });
  if (!res.success) throw new Error(res.error);
  ctx.log.info("Insightly answered", { output: res.output });
}

defineWorkflow module

// defineWorkflow module (@app/sdk ctx)
import { defineWorkflow } from "@app/sdk";

export default defineWorkflow({
  id: "insightly-create-record",
  name: "Insightly: Create Record",
  description: "Calls Insightly when a row is created.",
  trigger: { type: "entity_event", entity: "tickets", event: "created" },
  async run(ctx, event) {
    const res = await ctx.integrations.call("insightly", {
      "action": "create_record",
      "pod": "<pod>",
      "objectName": "Contacts",
      "fields": {}
    }) as { success: boolean; error?: string };
    if (!res.success) throw new Error(res.error);
  },
});

From an app (connector proxy)

curl -X POST "$APP_ORIGIN/__appbricx/connector-proxy/insightly/create_record" \
  -H "Authorization: Bearer $APP_KEY" \
  -H "content-type: application/json" \
  -d '{"props":{"pod":"<pod>","objectName":"Contacts","fields":{}}}'

Actions

create_recordin catalog

Create Record. Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)

Input	Type	Description
`pod`required	text	Your Insightly pod (e.g., "na1", "eu1"). Find this in your API URL: https://api.{pod}.insightly.com
`objectName`required	one of "Contacts" \| "Leads" \| "Opportunities" \| "Organisations" \| "Projects" \| "Tasks" \| "Events" \| "Products" \| "Quotations"	Select the type of record to create
`fields`required	object (depends on other props)	Fields

delete_recordin catalog

Delete Record. Delete a record by ID from a specified Insightly object

Input	Type	Description
`pod`required	text	Your Insightly pod (e.g., "na1", "eu1"). Find this in your API URL: https://api.{pod}.insightly.com
`objectName`required	one of "Contacts" \| "Leads" \| "Opportunities" \| "Organisations" \| "Projects" \| "Tasks" \| "Events" \| "Products" \| "Quotations"	Select the type of record to delete
`recordId`required	id (picked from your account)	Select the record to delete

find_recordsin catalog

Find Records. Find records in a specified Insightly object

Input	Type	Description
`pod`required	text	Your Insightly pod (e.g., "na1", "eu1").
`objectName`required	one of "Contacts" \| "Leads" \| "Opportunities" \| "Organisations" \| "Projects" \| "Tasks" \| "Events" \| "Products" \| "Quotations"	Select the type of records to find
`fieldName`required	id (picked from your account)	Select the field to search by
`fieldValue`required	text	The value to search for
`top`optional	number	Maximum number of records to return

get_recordin catalog

Get Record. Get a record by ID from a specified Insightly object

Input	Type	Description
`pod`required	text	Your Insightly pod (e.g., "na1", "eu1"). Find this in your API URL: https://api.{pod}.insightly.com
`objectName`required	one of "Contacts" \| "Leads" \| "Opportunities" \| "Organisations" \| "Projects" \| "Tasks" \| "Events" \| "Products" \| "Quotations"	Select the type of record to retrieve
`recordId`required	id (picked from your account)	Select the record to retrieve

update_recordin catalog

Update Record. Update an existing record's fields in a specified Insightly object

Input	Type	Description
`pod`required	text	Your Insightly pod (e.g., "na1", "eu1"). Find this in your API URL: https://api.{pod}.insightly.com
`objectName`required	one of "Contacts" \| "Leads" \| "Opportunities" \| "Organisations" \| "Projects" \| "Tasks" \| "Events" \| "Products" \| "Quotations"	Select the type of object that contains the record you want to update
`recordId`required	id (picked from your account)	Select the record to update
`fields`required	object (depends on other props)	The new field values to update.

Details

Id: insightly
Category: CRM and sales
Tags: crm, contacts, projects, small-business
Package: @activepieces/piece-insightly@0.1.3
Tier: Community