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Integration: Insightly
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Overview

Company website:

https://insightly.com

Integration launch date:

April 23, 2024

API Categories:

CRM HR Passthrough

API Authorization:

API Key

CRM EVENT

End-API object:

contacts opportunities organisations notes

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

company_id contact_id deal_id limit offset updated_gte

Readable fields:

id created_at updated_at type note meeting email call task deal_ids company_ids contact_ids lead_ids user_id

CRM COMPANY

End-API object:

organisations

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

id created_at updated_at name address emails telephones user_id industry tags description deal_ids websites is_active link_urls employees timezone

Writable fields:

name address telephones user_id tags websites

CRM LEAD

End-API object:

leads

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

id created_at updated_at name user_id creator_user_id contact_id company_id company_name is_active address emails telephones source status first_name last_name

Writable fields:

name user_id creator_user_id contact_id company_id company_name address emails telephones

HRIS GROUP

End-API object:

teams

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

id created_at updated_at name description parent_id type is_active user_ids manager_ids

Writable fields:

HRIS EMPLOYEE

End-API object:

users

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Writable fields:

name emails currency

CRM CONTACT

End-API object:

contacts

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

id created_at updated_at name title company emails telephones deal_ids company_ids address user_id image_url first_name last_name

Writable fields:

name title emails telephones address user_id

CRM PIPELINE

End-API object:

pipelines

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

id created_at updated_at name is_active deal_probability display_order stages

Slow fields:

CRM DEAL

End-API object:

opportunities

Unified API Methods:

List Get Create Update Remove

List options:

limit offset

Readable fields:

id created_at updated_at name amount currency closed_at stage pipeline_id source probability tags lost_reason won_reason user_id

Writable fields:

name amount currency closed_at stage pipeline probability tags user_id

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

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