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.

Create Contact with Insightly API on Custom Interval from Schedule API
Schedule + Insightly
 
Try it
Create Contact with Insightly API on Daily schedule from Schedule API
Schedule + Insightly
 
Try it
Create Contact with Insightly API on Monthly Schedule from Schedule API
Schedule + Insightly
 
Try it
Create Contact with Insightly API on Weekly schedule from Schedule API
Schedule + Insightly
 
Try it
Create Task with Insightly API on Custom Interval from Schedule API
Schedule + Insightly
 
Try it
Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

 
Try it
Daily schedule from the Schedule API

Trigger your workflow every day.

 
Try it
Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
Try it
Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

 
Try it
New 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
Create Task with the Insightly API

Creates a new task. See documentation

 
Try it

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

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 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.