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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