Insightly

CRM Software CRM Platform Marketing Automation

Integrate the Insightly API with the Data Stores API

Setup the Insightly API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Insightly and Data Stores remarkably fast. Free for developers.

Add or update a single record with Data Stores API on Deleted Record from Insightly API
Insightly + Data Stores
 
Try it
Add or update a single record with Data Stores API on New Record from Insightly API
Insightly + Data Stores
 
Try it
Add or update a single record with Data Stores API on Updated Record from Insightly API
Insightly + Data Stores
 
Try it
Add or update multiple records with Data Stores API on Deleted Record from Insightly API
Insightly + Data Stores
 
Try it
Add or update multiple records with Data Stores API on New Record from Insightly API
Insightly + Data Stores
 
Try it
Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
Try it
New Record from the Insightly API

Emit new event when a new record is created.

 
Try it
Updated Record from the Insightly API

Emit new event when a new record is created.

 
Try it
Create Contact with the Insightly API

Creates a new contact. See documentation

 
Try it
Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
Try it
Create Task with the Insightly API

Creates a new task. See documentation

 
Try it
Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
Try it
Append to record with the Data Stores API

Append to a record in your data store Pipedream Data Store. If the record does not exist, a new record will be created in an array format.

 
Try it

Overview of Insightly

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.

Connect Insightly

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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: ``,
      },
    })
  },
})

Overview of Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

1
2
3
4
5
6
7
8
9
10
11
export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})