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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:

Webhooks:

Virtual

List options:

company_id contact_id deal_id limit offset updated_gte

Readable fields:

company_ids contact_ids created_at deal_ids id note type updated_at

Writable fields:

CRM COMPANY

End-API object:

organisations

Unified API Methods:

List Get Create Update Remove

List options:

Readable fields:

address created_at domains id link_urls name tags telephones updated_at user_id websites

Writable fields:

name user_id address tags telephones websites

required fields

CRM LEAD

End-API object:

leads

Unified API Methods:

List Get Create Update Remove

List options:

Readable fields:

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

Writable fields:

emails name address company_id company_name contact_id creator_user_id telephones user_id

required fields

HRIS GROUP

End-API object:

teams

Unified API Methods:

List Get Create Update Remove

List options:

Readable fields:

created_at id name type updated_at user_ids

Writable fields:

required fields

HRIS EMPLOYEE

End-API object:

users

Unified API Methods:

List Get Create Update Remove

List options:

Readable fields:

created_at currency emails employee_roles employment_status first_name id last_name name timezone updated_at

Writable fields:

emails name currency

required fields

CRM CONTACT

End-API object:

contacts

Unified API Methods:

List Get Create Update Remove

List options:

Readable fields:

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

Writable fields:

emails name user_id address telephones title

required fields

CRM PIPELINE

End-API object:

pipelines

Unified API Methods:

List options:

Readable fields:

id is_active name stages

Slow fields:

Writable fields:

CRM DEAL

End-API object:

opportunities

Unified API Methods:

List Get Create Update Remove

List options:

Readable fields:

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

Writable fields:

amount name user_id closed_at currency pipeline probability stage tags

required fields

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

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