Insightly

CRM Software CRM Platform Marketing Automation

Integrate the Insightly API with the Google Drive API

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

Add File Sharing Preference with Google Drive API on Deleted Record from Insightly API
Insightly + Google Drive
 
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Add File Sharing Preference with Google Drive API on New Record from Insightly API
Insightly + Google Drive
 
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Add File Sharing Preference with Google Drive API on Updated Record from Insightly API
Insightly + Google Drive
 
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Copy File with Google Drive API on Deleted Record from Insightly API
Insightly + Google Drive
 
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Copy File with Google Drive API on New Record from Insightly API
Insightly + Google Drive
 
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Changes to Specific Files from the Google Drive API

Watches for changes to specific files, emitting an event any time a change is made to one of those files. To watch for changes to shared drive files, use the Changes to Specific Files (Shared Drive) source instead.

 
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Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
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Changes to Specific Files (Shared Drive) from the Google Drive API

Watches for changes to specific files in a shared drive, emitting an event any time a change is made to one of those files

 
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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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Add File Sharing Preference with the Google Drive API

Add a sharing permission to the sharing preferences of a file or folder and provide a sharing URL. See the docs for more information

 
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Create Task with the Insightly API

Creates a new task. See documentation

 
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Copy File with the Google Drive API

Create a copy of the specified file. See the docs for more information

 
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Create a New File with the Google Drive API

Create a new file from a URL or /tmp/filepath. See the docs for more information

 
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Overview of Insightly

Insightly is a CRM software that helps businesses manage their customer
relationships. It offers a wide range of features including contact management,
lead capture, task management, deals, projects, and reporting.

The Insightly API allows developers to access and integrate the functionality
of Insightly with other applications. Some example API methods include managing
contacts, managing deals, and retrieving project information.

Connect Insightly

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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: ``,
      },
    })
  },
})

Overview of Google Drive

Using the Google Drive API, you can build applications that:

  • Create and manage files and folders
  • Download and upload files
  • Share and organize files
  • Search for files
  • Track changes to files
  • And much more!

Connect Google Drive

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    google_drive: {
      type: "app",
      app: "google_drive",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.google_drive.$auth.oauth_access_token}`,
      },
    })
  },
})