Insightly

Create and list contacts in Insightly CRM. In Appbricx, your workflows and server functions call it by name once it is connected.

Connect InsightlyFull reference

What you can do

5 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

  • Create Recordcreate_record
    Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)
  • Delete Recorddelete_record
    Delete a record by ID from a specified Insightly object
  • Find Recordsfind_records
    Find records in a specified Insightly object
  • Get Recordget_record
    Get a record by ID from a specified Insightly object
  • Update Recordupdate_record
    Update an existing record's fields in a specified Insightly object

Set it up

About two minutes, once per project or once for the whole workspace.

  1. Open Integrations in the builder

    Backend panel, Integrations tab, then Insightly. To connect it for every project, use Workspace settings, Integrations.

  2. Add your credentials

    An API key (or token) from your Insightly account, pasted once. It is stored encrypted and only read on the server when an action runs.

    • API key From Insightly's settings
  3. Call an action

    From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

    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 });
}

Insightly and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.

Connect Insightly once. Every workflow can use it.

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