Thanks to visit codestin.com
Credit goes to docs.stackone.com

Skip to main content
Insightly
Insightly
64 actions · 1 auth method
PreviewCRM

​
Authentication

API Key

Uses HTTP Basic auth with the personal API key as the username and an empty password. The pod (e.g. na1, eu1) is part of…Guides: Connector Profile, Link Account
Actions
64 actions
Action
Description
List Contacts
Returns a paginated list of contacts.
Search Contacts
Searches contacts by a single field name and value.
Get Contact
Returns full details of a single contact by RECORD_ID.
Create Contact
Creates a new contact in Insightly.
Update Contact
Updates an existing contact. CONTACT_ID in body identifies which contact.
Delete Contact
Permanently deletes a contact by RECORD_ID.
List Countries
Returns the static list of countries used by Insightly addresses.
List Currencies
Returns the static list of currencies supported by Insightly.
List Events
Returns a paginated list of calendar events. Use top/skip for offset pagination, brief for lightweight payloads, and upd…
Get Event
Returns full details of a single calendar event by EVENT_ID.
Create Event
Creates a new calendar event in Insightly. START_DATE_UTC and END_DATE_UTC are required.
Update Event
Updates an existing calendar event. EVENT_ID is sent in the body and identifies the record to update.
Delete Event
Deletes a calendar event by EVENT_ID. Returns 202 Accepted on success.
List Lead Sources
Returns all lead source definitions configured in the Insightly tenant.
List Lead Statuses
Returns all lead status definitions configured in the Insightly tenant.
List Leads
Returns a paginated list of leads.
Search Leads
Searches leads by a single field name and value.
Get Lead
Returns full details of a single lead by RECORD_ID.
Create Lead
Creates a new lead in Insightly. LAST_NAME, LEAD_STATUS_ID, and LEAD_SOURCE_ID are required.
Update Lead
Updates an existing lead. LEAD_ID in body identifies which lead.
Delete Lead
Permanently deletes a lead by RECORD_ID.
List Notes
Returns a paginated list of notes. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after…
Get Note
Returns full details of a single note by NOTE_ID.
Create Note
Creates a new note in Insightly, attached to a parent record (Contact, Lead, Opportunity, Organisation, or Project).
Update Note
Updates an existing note. NOTE_ID is sent in the body and identifies the record to update.
Delete Note
Deletes a note by NOTE_ID. Returns 202 Accepted on success.
List Opportunities
Returns a paginated list of opportunities.
Search Opportunities
Searches opportunities by a single field name and value.
Get Opportunity
Returns full details of a single opportunity by RECORD_ID.
Create Opportunity
Creates a new opportunity in Insightly.
Update Opportunity
Updates an existing opportunity. OPPORTUNITY_ID in body identifies which opportunity.
Delete Opportunity
Permanently deletes an opportunity by RECORD_ID.
List Organisations
Returns a paginated list of organisations.
Search Organisations
Searches organisations by a single field name and value.
Get Organisation
Returns full details of a single organisation by RECORD_ID.
Create Organisation
Creates a new organisation in Insightly.
Update Organisation
Updates an existing organisation. ORGANISATION_ID in body identifies which organisation.
Delete Organisation
Permanently deletes an organisation by RECORD_ID.
List Pipeline Stages
Returns a paginated list of pipeline stages.
Get Pipeline Stage
Returns full details of a pipeline stage by STAGE_ID.
List Pipelines
Returns a paginated list of pipelines.
Get Pipeline
Returns full details of a pipeline by PIPELINE_ID.
List Products
Use this for unfiltered or recently-updated browsing of products. For exact-match filtering by a specific field value, u…
Search Products
Search products by a specific field name and value with offset pagination.
Get Product
Returns full details of a single product by PRODUCT_ID.
Create Product
Creates a new product in Insightly. PRODUCT_NAME, DEFAULT_PRICE, and ACTIVE are required; provide other fields as needed…
Update Product
Updates an existing product. PRODUCT_ID in body identifies which product.
Delete Product
Permanently deletes a product by PRODUCT_ID.
List Projects
Returns a paginated list of projects. Use top/skip for offset pagination, brief for lightweight payloads, and updated_af…
Search Projects
Search projects by a specific field name and value with offset pagination.
Get Project
Returns full details of a single project by PROJECT_ID.
Create Project
Creates a new project in Insightly. PROJECT_NAME and STATUS are required; provide other fields as needed.
Update Project
Updates an existing project. PROJECT_ID is sent in the body and identifies the record to update.
Delete Project
Deletes a project by PROJECT_ID. Returns 202 Accepted on success.
List Tags
Returns tags attached to a specific Insightly record. Insightly has no global /Tags endpoint — tags are stored per recor…
List Tasks
Returns a paginated list of tasks. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after…
Search Tasks
Search tasks by a specific field name and value with offset pagination.
Get Task
Returns full details of a single task by TASK_ID.
Create Task
Creates a new task in Insightly. TITLE, COMPLETED, and OWNER_USER_ID are required; provide other fields as needed.
Update Task
Updates an existing task. TASK_ID is sent in the body and identifies the record to update.
Delete Task
Deletes a task by TASK_ID. Returns 202 Accepted on success.
List Users
Returns a paginated list of users in the Insightly instance.
Get User
Returns full details of a user by USER_ID.
Get Current User
Returns the authenticated user’s record.

​
Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
https://stackone-logos.com/api/insightly/filled/png

Connector Profile

Insightly - API Key
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/insightly/filled/png

Link Account

Insightly - API Key
4

Use Actions

Invoke actions using one of the methods below: