Insightly Integration

CRM for contacts, organisations, leads, opportunities, and projects. Turn Insightly record changes into automated workflows for sales and customer teams. Start with Watch Contacts, then connect actions such as Get a Contact and Get a Contact's Custom Image Field to what happens next.

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Supported triggers and actions for Insightly integration

Triggers can detect changes in Insightly and run actions that can create, search or modify data inside Insightly automatically [3] — exactly how you set them.

Watch ContactsTriggers when a contact is created or updated.
Watch EventsTriggers when an event is created or updated.
Watch Forum CategoriesTriggers when a forum category is created or updated.
Watch Forum CommentsTriggers when a forum comment is created or updated.
Watch Forum PostsTriggers when a forum post is created or updated.
Watch ForumsTriggers when a forum is created or updated.
Watch Knowledge Article CategoriesTriggers when a knowledge article category is created or updated.
Watch Knowledge Article FoldersTriggers when a knowledge article folder is created or updated.
Watch Knowledge ArticlesTriggers when a knowledge article is created or updated.
Watch LeadsTriggers when a lead is created or updated.
Watch MilestonesTriggers when a milestone is created or updated.
Watch NotesTriggers when a note is created or updated.
Watch OpportunitiesTriggers when an opportunity is created or updated.
Watch Opportunity ProductsTriggers when an opportunity product is created or updated.
Watch OrganisationsTriggers when an organisation is created or updated.
Watch Price Book EntriesTriggers when a price book entry is created or updated.
Watch Price BooksTriggers when a price book is created or updated.
Watch ProductsTriggers when a product is created or updated.
Watch ProjectsTriggers when a project is created or updated.
Watch ProspectsTriggers when a prospect is created or updated.
Watch Quote ProductsTriggers when a quote product is created or updated.
Watch QuotesTriggers when a quote is created or updated.
Watch TasksTriggers when a task is created or updated.
Watch TicketsTriggers when a ticket is created or updated.
Watch UsersTriggers when a user is created or updated.
Get a ContactReturns a single contact.
Get a Contact's Custom Image FieldReturns a contact's custom image field.
Get a Contact's ImageReturns a contact's image.
Get a Follow State for a ContactReturns a single follow state for a contact.
Get a Follow State for a LeadReturns a single follow state for a lead.
Get a Follow State for an OrganisationReturns a single follow state for an organisation.
Get a LeadReturns a single lead.
Get a Lead's Custom Image FieldReturns a lead's custom image field.
Get a Lead's ImageReturns a lead's image.
Get an OrganisationReturns a single organisation.
Get an Organisation's Custom Image FieldReturns an organisation's custom image field.
Get an Organisation's ImageReturns an organisation's image.
Get a UserReturns a single user.
Get the Current UserReturns the Insightly user for this API key.
Get the Email Address to Use for Linking with the LeadReturns the email address to use for linking with the lead.
Get the InstanceReturns this Insightly account and whether it is on the latest version.
Get the PermissionsReturns what this user is allowed to read and change.
List a Contact's DatesRetrieves a list of a contact's dates.
List a Contact's EmailsRetrieves a list of a contact's emails.
List a Contact's EventsRetrieves a list of a contact's events.
List a Contact's File AttachmentsRetrieves a list of a contact's file attachments.
List a Contact's LinksRetrieves a list of a contact's links.
List a Contact's NotesRetrieves a list of a contact's notes.
List a Contact's TagsRetrieves a list of a contact's tags.
List a Contact's TasksRetrieves a list of a contact's tasks.
List a Lead's EmailsRetrieves a list of a lead's emails.
List a Lead's EventsRetrieves a list of a lead's events.
List a Lead's File AttachmentsRetrieves a list of a lead's file attachments.
List a Lead's NotesRetrieves a list of a lead's notes.
List a Lead's TagsRetrieves a list of a lead's tags.
List a Lead's TasksRetrieves a list of a lead's tasks.
List an Organisation's DatesRetrieves a list of an organisation's dates.
List an Organisation's Email DomainsRetrieves a list of an organisation's email domains.
List an Organisation's EmailsRetrieves a list of an organisation's emails.
List an Organisation's EventsRetrieves a list of an organisation's events.
List an Organisation's File AttachmentsRetrieves a list of an organisation's file attachments.
List an Organisation's LinksRetrieves a list of an organisation's links.
List an Organisation's NotesRetrieves a list of an organisation's notes.
List an Organisation's TagsRetrieves a list of an organisation's tags.
List an Organisation's TasksRetrieves a list of an organisation's tasks.
List ContactsRetrieves a list of contacts.
List Contacts by TagRetrieves a list of contacts by tag.
List CountriesRetrieves the countries Insightly recognises.
List CurrenciesRetrieves the currencies Insightly recognises.
List LeadsRetrieves a list of leads.
List Leads by TagRetrieves a list of leads by tag.
List Lead SourcesRetrieves a list of lead sources.
List Lead StatusesRetrieves a list of lead statuses.
List OpportunitiesRetrieves a list of opportunities.
List OrganisationsRetrieves a list of organisations.
List Organisations by TagRetrieves a list of organisations by tag.
List UsersRetrieves a list of users.
Search ContactsRetrieves contacts that match a search.
Search LeadsRetrieves leads that match a search.
Search OrganisationsRetrieves organisations that match a search.
Search UsersRetrieves users that match a search.
Create a ContactCreates a new contact.
Create a File Attachment on a ContactCreates a new file attachment on a contact.
Create a File Attachment on a LeadCreates a new file attachment on a lead.
Create a File Attachment on an OrganisationCreates a new file attachment on an organisation.
Create a LeadCreates a new lead.
Create a Lead SourceCreates a new lead source.
Create a Lead StatusCreates a new lead status.
Create a Link on a ContactCreates a new link on a contact.
Create a Link on an OrganisationCreates a new link on an organisation.
Create a Merged Document for a ContactCreates a new merged document for a contact.
Create a Merged Document for a LeadCreates a new merged document for a lead.
Create a Merged Document for an OrganisationCreates a new merged document for an organisation.
Create an Activity Set on a ContactCreates a new activity set on a contact.
Create an Activity Set on a LeadCreates a new activity set on a lead.
Create an Activity Set on an OrganisationCreates a new activity set on an organisation.
Create an OpportunityCreates a new opportunity.
Create an OrganisationCreates a new organisation.
Create a Note on a ContactCreates a new note on a contact.
Create a Note on a LeadCreates a new note on a lead.
Create a Note on an OrganisationCreates a new note on an organisation.
Create a Tag on a ContactCreates a new tag on a contact.
Create a Tag on a LeadCreates a new tag on a lead.
Create a Tag on an OrganisationCreates a new tag on an organisation.
Delete a ContactDeletes a contact.
Delete a Contact's Custom Image FieldDeletes a contact's custom image field.
Delete a Contact's ImageDeletes a contact's image.
Delete a LeadDeletes a lead.
Delete a Lead's Custom Image FieldDeletes a lead's custom image field.
Delete a Lead's ImageDeletes a lead's image.
Delete a Lead SourceDeletes a lead source.
Delete a Lead StatusDeletes a lead status.
Delete a Link on a ContactDeletes a link on a contact.
Delete a Link on an OrganisationDeletes a link on an organisation.
Delete an OrganisationDeletes an organisation.
Delete an Organisation's Custom Image FieldDeletes an organisation's custom image field.
Delete an Organisation's ImageDeletes an organisation's image.
Delete a Tag from a ContactDeletes a tag from a contact.
Delete a Tag from a LeadDeletes a tag from a lead.
Delete a Tag from an OrganisationDeletes a tag from an organisation.
Follow a ContactStarts following a contact.
Follow a LeadStarts following a lead.
Follow an OrganisationStarts following an organisation.
Make an API CallPerforms an arbitrary authorized API call.
Remove the Follow from a ContactStops following a contact.
Remove the Follow from a LeadStops following a lead.
Remove the Follow from an OrganisationStops following an organisation.
Update a ContactUpdates a contact.
Update a Contact's Custom Image FieldUpdates a contact's custom image field.
Update a Contact's DatesUpdates a contact's dates.
Update a Contact's ImageUpdates a contact's image.
Update a Contact's TagsUpdates a contact's tags.
Update a LeadUpdates a lead.
Update a Lead's Custom Image FieldUpdates a lead's custom image field.
Update a Lead's ImageUpdates a lead's image.
Update a Lead SourceUpdates a lead source.
Update a Lead's TagsUpdates a lead's tags.
Update a Lead StatusUpdates a lead status.
Update a Link on a ContactUpdates a link on a contact.
Update a Link on an OrganisationUpdates a link on an organisation.
Update an OpportunityUpdates an opportunity.
Update an OrganisationUpdates an organisation.
Update an Organisation's Custom Image FieldUpdates an organisation's custom image field.
Update an Organisation's DatesUpdates an organisation's dates.
Update an Organisation's Email DomainsUpdates an organisation's email domains.
Update an Organisation's ImageUpdates an organisation's image.
Update an Organisation's TagsUpdates an organisation's tags.
Update a Note of a ContactUpdates a note of a contact.
Update a Note of a LeadUpdates a note of a lead.
Update a Note of an OrganisationUpdates a note of an organisation.

How to integrate Insightly in automation workflow?

3 simple steps to make your Insightly connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Insightly in workflow

Pick Insightly app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Insightly

When prompted, authorize access to Insightly in WEXTL once. Insightly credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Insightly account. Approve?

STEP 3

Build a workflow

Build your workflow with Insightly yourself or with WEXTL® AI Builder. Connect Insightly to any available integrations [5], or use HTTP node to go beyond them.

Insightly

How Insightly connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Insightly app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Insightly supports.

Full Insightly API documentation

The following table illustrates what fields Insightly integration require during authorization flow inside our workflow builder [4].

Demonstration of Insightly connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API URLRequired	text	In Insightly, open User Settings and copy the API URL shown under your API key. It looks like https://api.na1.insightly.com/v3.1/.
API KeyRequired	password	The API key shown next to that URL. Insightly uses it as the username, with a blank password.

Connect Insightly to popular apps on WEXTL

Enter a name of the other app you want to sync with Insightly below. Click on selected app to explore integration options with Insightly. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Insightly integration

Select Watch Leads trigger from Insightly - this will be a starting point in your automation. Whenever event happens in Insightly, workflow will start [7] from Watch Leads node.

Search for Create a File Attachment on a Lead, connect it as the next step of integration sequence. You can use filters between Watch Leads and Create a File Attachment on a Lead, so only important data pass from Watch Leads to the next step. WEXTL gives you full control over the process of Insightly automation. All parts of workflow are visible on the canvas [4].

Insightly on WEXTL has 150 modules for combining crm automations. Explore Insightly documentation for more.

Insightly

Watch Leads

Apptivo

Performs action

Apptivo

Triggers

Insightly

Create a File Attachment on a Lead

Demonstration of how visual Insightly automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Insightly in your workflows.

Insightly has 25 triggers, including "Watch Contacts", "Watch Events", and "Watch Forum Categories", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 125 actions, including "Get a Contact", "Get a Contact's Custom Image Field", and "Get a Contact's Image", and more. Refer to our Insightly Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Insightly integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Insightly official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Insightly provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Insightly or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Insightly inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Insightly modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Insightly integration.

Insightly integration source code, module specs and credentials implementation.
Internal Insightly integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Insightly vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Insightly App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Insightly Integration

Supported triggers and actions for Insightly integration