Insightly

Insightly is a customer relationship manager that combines marketing, sales, service, and projects. Its marketing automation helps you build new customer relationships and strengthen existing ones. In addition, you can track real-time campaign performance and ROI. The Insightly App Connector enables to sync and manage contacts with other third-party apps.

Integry supports a number actions in Insightly.

Authentication

Insightly uses API Key+URL authentication.

Triggers

The triggers used in Insightly are poll-based. Integry will send a request to Insightly every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Insightly acts as a trigger application) and perform an action in Insightly, expect a 5-minute delay for the trigger to be received at Integry.

Name

Type

Description

Event Created

Polling

Triggers when an event is created

Contact Created

Polling

Triggers when a contact is created

Lead Created

Polling

Triggers when a lead is created

Event Created/Updated

Polling

Triggers when an existing event is updated or a new one is created

Contact Created/Updated

Polling

Triggers when an existing contact is updated or a new one is created

Lead Created/Updated

Polling

Triggers when an existing lead is updated or a new one is created

For more, please see Insightly API docs.

Actions

Name

Method

Description

Delete Contact

DELETE

Deletes an existing contact

Create Contact

POST

Creates a new contact

Get Contact by ID

GET

Fetch the details of a contact using ID

Update Contact

PUT

Updates an existing contact

Get Contacts by Email

GET

Retrieve the list of contacts that match the email address. Only the top 50 contacts will be returned.

Get Event by ID

GET

Fetch the details of an event using ID

Create Event

POST

Creates a new event on your calendar.

Get Lead by ID

GET

Fetch the details of a lead using ID

Create Lead

POST

Creates a new lead

Update Lead

PUT

Updates an existing lead

Get Leads by Email

GET

Retrieve the list of leads that match the email address. Only the top 50 leads will be returned.

Get Object by ID

GET

Fetches the details of object by their ID

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