Requirements
Insightly requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]https://www.insightly.com
Get your Insightly credentials
Connect Insightly in WEXTL
- Log in to your WEXTL account, add the Insightly node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Insightly account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Insightly node modules
The list below is a reference of every Insightly node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Insightly node module below — each one opens to show its input parameters, outputs, and connection requirements.
| Field | Type |
|---|---|
Contact ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Image URL | text |
Background | text |
Owner User ID | number |
Date Created UTC | date |
| Field | Type |
|---|---|
Event ID | number |
Title | text |
Location | text |
Start Date UTC | date |
End Date UTC | date |
All Day | boolean |
Details | text |
Date Created UTC | date |
| Field | Type |
|---|---|
Forum Category ID | number |
Category Name | text |
Date Created UTC | date |
Date Updated UTC | date |
| Field | Type |
|---|---|
Comment ID | number |
Body | text |
Answer | boolean |
Spam | boolean |
Pending | boolean |
Official | boolean |
Upvote Count | text |
Downvote Count | text |
| Field | Type |
|---|---|
Post ID | number |
Forum ID | number |
Post Name | text |
Message | text |
Pinned | boolean |
Featured | boolean |
Closed | boolean |
Pending | boolean |
| Field | Type |
|---|---|
Forum ID | number |
Forum Category ID | number |
Forum Name | text |
Description | text |
Forum Type | text |
Visibility | text |
Created User ID | number |
Date Created UTC | date |
| Field | Type |
|---|---|
Category ID | number |
Category Name | text |
Description | text |
Created User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
| Field | Type |
|---|---|
Folder ID | number |
Folder Name | text |
Category ID | text |
Visibility | text |
Order Articles | text |
Created User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
| Field | Type |
|---|---|
Article ID | number |
Category ID | number |
Folder ID | number |
Article No | number |
Article Version | text |
Status | text |
Language | text |
Title | text |
| Field | Type |
|---|---|
Lead ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Lead Source ID | number |
Lead Status ID | number |
Title | text |
Converted | boolean |
| Field | Type |
|---|---|
Milestone ID | number |
Title | text |
Completed | boolean |
Due Date | date |
Owner User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
Completed Date UTC | date |
| Field | Type |
|---|---|
Note ID | number |
Title | text |
Body | text |
Date Created UTC | date |
Date Updated UTC | date |
Owner User ID | number |
Links | array |
Link | object |
| Field | Type |
|---|---|
Opportunity ID | number |
Opportunity Name | text |
Opportunity Details | text |
Opportunity State | text |
Responsible User ID | number |
Category ID | number |
Image URL | text |
Bid Currency | text |
| Field | Type |
|---|---|
Opportunity Item ID | number |
Opportunity ID | number |
Pricebook Entry ID | number |
Currency Code | text |
Unit Price | number |
Description | text |
Quantity | number |
Service Date | date |
| Field | Type |
|---|---|
Organisation ID | number |
Organisation Name | text |
Background | text |
Image URL | text |
Owner User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
Last Activity Date UTC | date |
| Field | Type |
|---|---|
Pricebook Entry ID | number |
Pricebook ID | number |
Product ID | number |
Currency Code | text |
Price | number |
Use Standard Price | boolean |
Active | boolean |
Created User ID | number |
| Field | Type |
|---|---|
Pricebook ID | number |
Name | text |
Description | text |
Currency Code | text |
Is Standard | boolean |
Active | boolean |
Owner User ID | number |
Created User ID | number |
| Field | Type |
|---|---|
Product ID | number |
Product Name | text |
Product Code | text |
Product SKU | text |
Description | text |
Product Family | text |
Product Image URL | text |
Currency Code | text |
| Field | Type |
|---|---|
Project ID | number |
Project Name | text |
Status | text |
Project Details | text |
Started Date | date |
Completed Date | date |
Opportunity ID | number |
Category ID | number |
| Field | Type |
|---|---|
Prospect ID | number |
Lead ID | number |
Contact ID | number |
Organisation ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Organisation Name | text |
| Field | Type |
|---|---|
Quotation Item ID | number |
Quote ID | number |
Opportunity Item ID | number |
Pricebook Entry ID | number |
Description | text |
Currency Code | text |
Quantity | number |
List Price | number |
| Field | Type |
|---|---|
Quote ID | number |
Quotation Name | text |
Opportunity ID | number |
Contact ID | number |
Organisation ID | number |
Pricebook ID | number |
Quotation Number | text |
Quotation Description | text |
| Field | Type |
|---|---|
Task ID | number |
Title | text |
Category ID | number |
Due Date | date |
Completed Date UTC | date |
Completed | boolean |
Details | text |
Status | text |
| Field | Type |
|---|---|
Ticket ID | number |
Organisation ID | number |
Ticket Type | text |
Subject | text |
Ticket Status | text |
Priority | text |
To Email Address | text |
Contact ID | number |
| Field | Type |
|---|---|
User ID | number |
Contact ID | number |
First Name | text |
Last Name | text |
Timezone ID | text |
Email Address | text |
Email Dropbox Identifier | text |
Email Dropbox Address | text |
| Field | Type |
|---|---|
User ID | number |
Contact ID | number |
First Name | text |
Last Name | text |
Timezone ID | text |
Email Address | text |
Email Dropbox Identifier | text |
Email Dropbox Address | text |
| Field | Type |
|---|---|
Instance Name | text |
Instance Subdomain | text |
Plan Name | text |
New User Experience Enabled | boolean |
| Field | Type |
|---|---|
Permissions State | text |
Object Permissions | array |
Object Permissions | object |
| Field | Type |
|---|---|
First NameRequired | text |
Salutation | text |
Last Name | text |
Background | text |
Owner User ID | choice |
Social Linkedin | text |
Social Facebook | text |
Social Twitter | text |
| Field | Type |
|---|---|
Contact ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Image URL | text |
Background | text |
Owner User ID | number |
Date Created UTC | date |
| Field | Type |
|---|---|
Last NameRequired | text |
Lead Source IDRequired | choice |
Lead Status IDRequired | choice |
Salutation | text |
First Name | text |
Title | text |
Email | text |
Employee Count | number |
| Field | Type |
|---|---|
Lead ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Lead Source ID | number |
Lead Status ID | number |
Title | text |
Converted | boolean |
| Field | Type |
|---|---|
ContactRequired | choice |
Link ID | text |
Object Name | text |
Object ID | text |
Link Object Name | text |
Link Object ID | text |
Role | text |
Details | text |
| Field | Type |
|---|---|
Link ID | number |
Object Name | text |
Object ID | number |
Link Object Name | text |
Link Object ID | number |
Role | text |
Details | text |
Relationship ID | number |
| Field | Type |
|---|---|
OrganisationRequired | choice |
Link ID | text |
Object Name | text |
Object ID | text |
Link Object Name | text |
Link Object ID | text |
Role | text |
Details | text |
| Field | Type |
|---|---|
Link ID | number |
Object Name | text |
Object ID | number |
Link Object Name | text |
Link Object ID | number |
Role | text |
Details | text |
Relationship ID | number |
| Field | Type |
|---|---|
Opportunity NameRequired | text |
Opportunity Details | text |
Opportunity State | text |
Responsible User ID | choice |
Category ID | text |
Image URL | text |
Bid Currency | text |
Bid Amount | number |
| Field | Type |
|---|---|
Opportunity ID | number |
Opportunity Name | text |
Opportunity Details | text |
Opportunity State | text |
Responsible User ID | number |
Category ID | number |
Image URL | text |
Bid Currency | text |
| Field | Type |
|---|---|
Organisation NameRequired | text |
Background | text |
Image URL | text |
Owner User ID | choice |
Phone | text |
Phone Fax | text |
Website | text |
Address Billing Street | text |
| Field | Type |
|---|---|
Organisation ID | number |
Organisation Name | text |
Background | text |
Image URL | text |
Owner User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
Last Activity Date UTC | date |
| Field | Type |
|---|---|
ContactRequired | choice |
| Field | Type |
|---|---|
ContactRequired | choice |
Field NameRequired | text |
| Field | Type |
|---|---|
ContactRequired | choice |
| Field | Type |
|---|---|
LeadRequired | choice |
| Field | Type |
|---|---|
LeadRequired | choice |
Field NameRequired | text |
| Field | Type |
|---|---|
LeadRequired | choice |
| Field | Type |
|---|---|
Lead SourceRequired | choice |
| Field | Type |
|---|---|
Lead StatusRequired | choice |
| Field | Type |
|---|---|
ContactRequired | choice |
Link IDRequired | text |
| Field | Type |
|---|---|
OrganisationRequired | choice |
Link IDRequired | text |
| Field | Type |
|---|---|
OrganisationRequired | choice |
| Field | Type |
|---|---|
OrganisationRequired | choice |
Field NameRequired | text |
| Field | Type |
|---|---|
OrganisationRequired | choice |
| Field | Type |
|---|---|
ContactRequired | choice |
Tag NameRequired | text |
| Field | Type |
|---|---|
LeadRequired | choice |
Tag NameRequired | text |
| Field | Type |
|---|---|
OrganisationRequired | choice |
Tag NameRequired | text |
| Field | Type |
|---|---|
ContactRequired | choice |
| Field | Type |
|---|---|
LeadRequired | choice |
| Field | Type |
|---|---|
OrganisationRequired | choice |
| Field | Type |
|---|---|
Contact IDRequired | choice |
First NameRequired | text |
Salutation | text |
Last Name | text |
Background | text |
Owner User ID | choice |
Social Linkedin | text |
Social Facebook | text |
| Field | Type |
|---|---|
Contact ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Image URL | text |
Background | text |
Owner User ID | number |
Date Created UTC | date |
| Field | Type |
|---|---|
Lead IDRequired | choice |
Last NameRequired | text |
Lead Source IDRequired | choice |
Lead Status IDRequired | choice |
Salutation | text |
First Name | text |
Title | text |
Email | text |
| Field | Type |
|---|---|
Lead ID | number |
Salutation | text |
First Name | text |
Last Name | text |
Lead Source ID | number |
Lead Status ID | number |
Title | text |
Converted | boolean |
| Field | Type |
|---|---|
ContactRequired | choice |
Link ID | text |
Object Name | text |
Object ID | text |
Link Object Name | text |
Link Object ID | text |
Role | text |
Details | text |
| Field | Type |
|---|---|
Link ID | number |
Object Name | text |
Object ID | number |
Link Object Name | text |
Link Object ID | number |
Role | text |
Details | text |
Relationship ID | number |
| Field | Type |
|---|---|
OrganisationRequired | choice |
Link ID | text |
Object Name | text |
Object ID | text |
Link Object Name | text |
Link Object ID | text |
Role | text |
Details | text |
| Field | Type |
|---|---|
Link ID | number |
Object Name | text |
Object ID | number |
Link Object Name | text |
Link Object ID | number |
Role | text |
Details | text |
Relationship ID | number |
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Opportunity NameRequired | text |
Opportunity Details | text |
Opportunity State | text |
Responsible User ID | choice |
Category ID | text |
Image URL | text |
Bid Currency | text |
| Field | Type |
|---|---|
Opportunity ID | number |
Opportunity Name | text |
Opportunity Details | text |
Opportunity State | text |
Responsible User ID | number |
Category ID | number |
Image URL | text |
Bid Currency | text |
| Field | Type |
|---|---|
Organisation IDRequired | choice |
Organisation NameRequired | text |
Background | text |
Image URL | text |
Owner User ID | choice |
Phone | text |
Phone Fax | text |
Website | text |
| Field | Type |
|---|---|
Organisation ID | number |
Organisation Name | text |
Background | text |
Image URL | text |
Owner User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
Last Activity Date UTC | date |
| Field | Type |
|---|---|
OrganisationRequired | choice |
Field NameRequired | text |
File NameRequired | text |
FileRequired | text |
ETag | text |
| Field | Type |
|---|---|
Organisation ID | number |
Organisation Name | text |
Background | text |
Image URL | text |
Owner User ID | number |
Date Created UTC | date |
Date Updated UTC | date |
Last Activity Date UTC | date |
Templates
Look for Insightly templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Apptivo[2]All-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
References
- WEXTL® Insightly Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Insightly.
- WEXTL® visual workflow builder data.
Last updated: Oct 4, 2026 23:03