Insightly

CRM Software CRM Platform Marketing Automation

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Insightly API Integrations

Build and run workflows using the Insightly API. Use 1000s of source-available triggers and actions across 2,100+ apps. Or write custom code to integrate any app or API in seconds.

Overview

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    insightly: {
      type: "app",
      app: "insightly",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
      auth: {
        username: `${this.insightly.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Choose an API to Connect with Insightly API

1
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24
of
2,100+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Automated Lead Capture to Insightly from Multiple Sources: Trigger a Pipedream workflow when a new lead comes in from web forms, chatbots, or emails. Use this data to create or update leads in Insightly, ensuring that your CRM is always up-to-date with the freshest lead information.

  • Email Campaign Response Tracking: Monitor campaign metrics from your preferred email marketing platform (like Mailchimp) in Pipedream. Use the Insightly API to log these interactions against the appropriate contact or lead, giving sales teams instant insights into engagement levels.

  • Project Management Sync-Up: Keep project details in lockstep between Insightly and your project management tool (e.g., Trello or Asana). When a project is updated in Insightly, automatically reflect changes on the corresponding project board, keeping all stakeholders aligned with the latest project status.

Create Contact with Insightly API on New Message Sent from WhatsApp Business API
WhatsApp Business + Insightly
 
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BingX Trade Query Order with BingX API on Updated Record from Insightly API
Insightly + BingX
 
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Create Task with Insightly API on New Requests from HTTP / Webhook API
HTTP / Webhook + Insightly
 
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Add Single Row with Google Sheets API on Updated Record from Insightly API
Insightly + Google Sheets
 
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Create Task with Insightly API on New Item in Feed from RSS API
RSS + Insightly
 
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Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
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New Record from the Insightly API

Emit new event when a new record is created.

 
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Updated Record from the Insightly API

Emit new event when a new record is created.

 
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Create Contact with the Insightly API

Creates a new contact. See documentation

 
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Create Task with the Insightly API

Creates a new task. See documentation

 
Try it

Authentication

Insightly uses API keys for authentication. When you connect your Insightly account, Pipedream securely stores the keys so you can easily authenticate to Insightly APIs in both code and no-code steps.

For api_key, see finding or resetting your API key explains where to find the API key in the Insightly web application.

For pod, if your Pod is na1 then your API’s URL would look like this: https://api.na1.insightly.com/v3.1/