Insightly
CRM Software CRM Platform Marketing Automation
Integrate the Insightly API with the Schedule API
Setup the Insightly API trigger to run a workflow which integrates with the Schedule API. Pipedream's integration platform allows you to integrate Insightly and Schedule remarkably fast. Free for developers.
Popular Insightly and Schedule Triggers#
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 Schedule#
With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:
- Automated data retrieval from a third-party service, like pulling stats from
your Salesforce account on a set schedule. - Uploading new data sets to a database with a predetermined interval.
- Automatic emails to customers or leads at a certain time of the day.
- Automating data analysis based on a set schedule.
- Automatically optimizing social media postings according to a specified
timeline. - Updating webpages at a certain interval with newly available content.
- Re-running reports on a periodic basis.
- Refreshing a cache of data at a given frequency.