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Insightly

CRM for contacts, organisations, leads, opportunities, and projects.

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AI-assisted documentation36 min read

This documentation is compiled from our integration source code, internal specs for Insightly, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Insightly on WEXTL →

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

  • API URLtextRequired

    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/.

    [1]
  • API KeypasswordRequired

    The API key shown next to that URL. Insightly uses it as the username, with a blank password.

    [1]
  1. Log in to your WEXTL account, add the Insightly node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Insightly account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. 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 →

Look for Insightly templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Insightly Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Insightly.
  4. WEXTL® visual workflow builder data.

Last updated: Oct 4, 2026 23:03