Insightly

Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.

Categories: crm

Type: insightly/v1

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Connections

Version: 1

Basic Auth

Properties

Name	Label	Type	Control Type	Description	Required
pod	Pod	STRING	TEXT	Your instances pod can be found under your API URL, e.g. https://api.{pod}.insightly.com/v3.1	true
username	API Key	STRING	TEXT		true

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Actions

Create Contact

Name: createContact

Creates new contact.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Contact	{STRING(FIRST_NAME), STRING(LAST_NAME), STRING(EMAIL_ADDRESS), STRING(PHONE), STRING(TITLE)}	OBJECT_BUILDER		true

Output

Type: OBJECT

Properties

Name	Type	Control Type
CONTACT_ID	INTEGER	INTEGER
FIRST_NAME	STRING	TEXT
LAST_NAME	STRING	TEXT
EMAIL_ADDRESS	STRING	TEXT
PHONE	STRING	TEXT
TITLE	STRING	TEXT

Create Organization

Name: createOrganization

Creates new organization.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Organization	{STRING(ORGANISATION_NAME), STRING(PHONE), STRING(WEBSITE)}	OBJECT_BUILDER		true

Output

Type: OBJECT

Properties

Name	Type	Control Type
ORGANISATION_ID	INTEGER	INTEGER
ORGANISATION_NAME	STRING	TEXT
PHONE	STRING	TEXT
WEBSITE	STRING	TEXT

Create Task

Name: createTask

Creates new task.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Task	{STRING(TITLE), STRING(STATUS)}	OBJECT_BUILDER		true

Output

Type: OBJECT

Properties

Name	Type	Control Type
TASK_ID	INTEGER	INTEGER
TITLE	STRING	TEXT
STATUS	STRING	TEXT

Triggers

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Additional instructions

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CONNECTION

API key location