Insightly

CRM & supportCredentials form

Search and manage Insightly contacts, organisations, leads, opportunities, tasks, and notes.

13 actions

Action	Effect	Data handled
insightly_list_contactsLists contacts a page at a time	read	Personal data
insightly_search_contactsFinds contacts whose field matches a value, such as EMAIL_ADDRESS	read	Personal data
insightly_get_contactReads one contact with its fields, tags, and links	read	Personal data
insightly_create_contactCreates a contact	write	Personal data
insightly_update_contactUpdates the given fields of a contact	write	Personal data
insightly_search_organisationsFinds organisations whose field matches a value, such as ORGANISATION_NAME	read	Personal data
insightly_create_organisationCreates an organisation	write	Personal data
insightly_list_leadsLists leads a page at a time	read	Personal data
insightly_create_leadCreates a lead	write	Personal data
insightly_search_opportunitiesFinds opportunities whose field matches a value, such as OPPORTUNITY_STATE	read	Personal data
insightly_create_opportunityCreates an opportunity	write	Personal data
insightly_create_taskCreates a task, optionally due on a date and assigned to a user	write	Personal data
insightly_add_contact_noteAdds a note to a contact	write	Personal data

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['insightly']
})