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Overview

Add Insightly to any ModuleX agent or workflow. CRM and project management platform for managing contacts, tasks, and sales pipelines via the Insightly REST API (api.{pod}.insightly.com/v3.1).
Categories: CRM · Sales · Productivity & Collaboration · Auth: Insightly API Key · Actions: 2

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Authentication

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Insightly API Key

Authenticate using your Insightly API key and pod identifier
1

Step 1

Log in to your Insightly account
2

Step 2

Go to User Settings > API
3

Step 3

Copy your API key
4

Step 4

Find your pod identifier from your Insightly URL (e.g. na1, au1)

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Required Credentials

FieldDescriptionRequiredFormat
PodYour Insightly pod/region identifier (e.g. na1, au1) found in your Insightly URLYesna1
API KeyYour Insightly API key from User Settings > APIYesxxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

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Available Actions

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Parameters

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first_name
string
required
The first name of the contact
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last_name
string
required
The last name of the contact
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email
string
required
The email address of the contact
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title
string
The title of the contact
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phone
string
The phone number of the contact
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address_street
string
The street address of the contact
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address_city
string
The city of the contact
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address_state
string
The state of the contact
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address_postcode
string
The zip code/postcode of the contact
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address_country
string
The country of the contact

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "contact_id": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Contact Id"
    },
    "first_name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "First Name"
    },
    "last_name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Last Name"
    },
    "email_address": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Email Address"
    },
    "title": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Title"
    },
    "phone": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Phone"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateContactOutput",
  "type": "object"
}

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Parameters

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title
string
required
The title of the task
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status
string
required
The status of the task. Allowed values: Not Started, In Progress, Completed, Deferred, Waiting
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due_date
string
required
The due date of the task in YYYY-MM-DD format (e.g. 2023-08-20)
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category_id
string
Identifier of a task category

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Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "task_id": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Task Id"
    },
    "title": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Title"
    },
    "status": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Status"
    },
    "due_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Due Date"
    },
    "category_id": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category Id"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateTaskOutput",
  "type": "object"
}

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Limits & Quotas

  • Rate limits: Insightly enforces per-plan rate limits (typically 10 requests/second for Professional plans, higher for Enterprise).
  • Pricing: API access requires a paid Insightly plan (Professional or higher).
  • Error model: non-2xx responses are caught and returned as success=False + error rather than raising.

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