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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

Authentication

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)

Required Credentials

Available Actions

Parameters

string
required
The first name of the contact
string
required
The last name of the contact
string
required
The email address of the contact
string
The title of the contact
string
The phone number of the contact
string
The street address of the contact
string
The city of the contact
string
The state of the contact
string
The zip code/postcode of the contact
string
The country of the contact

Response

Parameters

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

Response

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.

Microsoft Dynamics 365 Sales

Clay

Dropcontact