Insightly CRM Connector Setup Guide

Supported Actions

API Information

This connector uses the following vendor API:

• API Name: Insightly API
• API Version: v3.1
• API Endpoint: https://api..insightly.com/
• Documentation: Insightly API

Configure Settings

Go to the Connector Marketplace and add a new Insightly Connector. Read the Connector Overview article for general instructions on how to add a connector.

To configure the connector, follow these steps:

1. In the Configure tab, provide the API Pod and the API Key for your Insightly account.
   To obtain this information, log in to your Insightly account and select the User Settings section.
2. In the API sub-section, find the API Key and the API URL.

• The API URL has the following format: https://api.{pod}.insightly.com/v3.1/
• Example: If your API URL is https://api.na1.insightly.com, the API Pod is na1.
• For more information, see: Insightly: Finding Your API key or URL and resetting your key.

Action Settings: Parameters and Options

Click Next or go to the Actions tab. It’s where you’ll set up actions to trigger.

This section describes how to set up parameters and options for each action.

Action: Add a Contact

This action allows you to create a new contact in the Insightly CRM.

Parameters

• Attributes

  • Required
  • Contact attributes.
  • First Name is required, other attributes are optional.

• Custom Fields

  • Optional
  • If provided, these fields are sent as a list of CUSTOMFIELDS objects.

• Tags

  • Optional
  • If provided, these fields are sent as a list of TAGS objects.

Action: Update a Contact

This action allows you to update an existing contact in the Insightly CRM.

Parameters

• Attributes

  • Required
  • Contact attributes.
  • Contact ID is required, other attributes are optional.

• Custom Fields

  • Optional
  • If provided, these fields are sent as a list of CUSTOMFIELDS objects.

• Tags

  • Optional
  • If provided, these fields are sent as a list of TAGS objects.

Action: Add a Lead

This action allows you to create a new lead in the Insightly CRM.

Parameters

• Attributes

  • Required
  • Lead attributes.
  • Last Name is required, other attributes are optional.

• Custom Fields

  • Optional
  • If provided, these fields are sent as a list of CUSTOMFIELDS objects.

• Tags

  • Optional
  • If provided, these fields are sent as a list of TAGS objects.

Action: Update a Lead

This action allows to update an existing lead in the Insightly CRM.

Parameters

• Attributes

  • Required
  • Lead attributes.
  • Lead ID is required, other attributes are optional.

• Custom Fields

  • Optional
  • If provided, these fields are sent as a list of CUSTOMFIELDS objects.

• Tags

  • Optional
  • If provided, these fields are sent as a list of TAGS objects.

Vendor Documentation

• Insightly Homepage
• Insightly API Documentation