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with Insightly and ForceManager?
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Popular Ways to Connect Insightly with ForceManager#
Popular Insightly and ForceManager Triggers#
Emit new event when a new activity is created. See the documentation
Emit new event when a new contact is created. See the documentation
Popular Insightly and ForceManager Actions#
Creates a new business opportunity in ForceManager. See the documentation
Search for an existing contact by email, name, or phone. See the documentation
Returns a list of all users in the app. See the documentation
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#
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 ForceManager#
The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.
Connect ForceManager#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
forcemanager: {
type: "app",
app: "forcemanager",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.forcemanager.com/api/v4/users`,
headers: {
"Content-Type": `application/json`,
"Accept": `*/*`,
"X-Session-Key": `${this.forcemanager.$auth.oauth_access_token}`,
},
})
},
})
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