Insightly

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.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 });
   }

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